SDJVC
SRI icon

St. Denis J. Villere & Co’s Stoneridge SRI Stock Holding History

St. Denis J. Villere & Co’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 		$146K Sell
20,000
-10,000
-33% -$68.6K 0.02% 84
2026
Q1 		$145K Buy
30,000
+15,000
+100% +$103K 0.02% 75
2025
Q4 		$86.8K Buy
+15,000
New +$94.4K 0.01% 80

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

St. Denis J. Villere & Co's SRI Position: Q2 2026 in Review

St. Denis J. Villere & Co reduced its Stoneridge (SRI) stake by 33% in Q2 2026, selling an estimated $68.6K and leaving 20,000 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #84.

St. Denis J. Villere & Co first reported a position in SRI in Q4 2025 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • St. Denis J. Villere & Co held 20,000 shares of Stoneridge worth $146K as of Q2 2026.
  • St. Denis J. Villere & Co sold 10,000 Stoneridge shares in Q2 2026, an estimated $68.6K.
  • Stoneridge made up 0.02% of St. Denis J. Villere & Co's portfolio in Q2 2026, its #84 holding.
  • St. Denis J. Villere & Co first reported a position in Stoneridge in Q4 2025 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on St. Denis J. Villere & Co's 13F filing for Q2 2026, filed 7 Aug 2026.