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Sequoia Financial Advisors’s Stoneridge SRI Stock Holding History

Sequoia Financial Advisors’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$134K Sell
18,241
-362
-2% -$2.48K ﹤0.01% 2045
2026
Q1 		$89.9K Buy
+18,603
New +$128K ﹤0.01% 1863
2024
Q3 		– Sell
-21,550
Closed -$344K – 1365
2024
Q2 		$344K Buy
+21,550
New +$345K ﹤0.01% 834

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Sequoia Financial Advisors's SRI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Stoneridge (SRI) stake by 1.9% in Q2 2026, selling an estimated $2.48K and leaving 18,241 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Sequoia Financial Advisors first reported a position in SRI in Q2 2024 and has held it in 3 quarters since. The position peaked at $344K in Q2 2024. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Sequoia Financial Advisors held 18,241 shares of Stoneridge worth $134K as of Q2 2026.
  • Sequoia Financial Advisors sold 362 Stoneridge shares in Q2 2026, an estimated $2.48K.
  • Stoneridge made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2045 holding.
  • Sequoia Financial Advisors first reported a position in Stoneridge in Q2 2024 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Stoneridge position peaked at $344K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.