Stephens Consulting’s Stoneridge SRI Stock Holding History

Stephens Consulting’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
2025 Q4	$1.27K	Hold	220	–	–	﹤0.01%	376
2025 Q3	$1.68K	Hold	220	–	–	﹤0.01%	333
2025 Q2	$1.55K	Hold	220	–	–	﹤0.01%	559
2025 Q1	$1.01K	Hold	220	–	–	﹤0.01%	642
2024 Q4	$1.38K	Hold	220	–	–	﹤0.01%	473
2024 Q3	$2.46K	Hold	220	–	–	﹤0.01%	447
2024 Q2	$3.51K	Hold	220	–	–	﹤0.01%	446
2024 Q1	$4.06K	Hold	220	–	–	﹤0.01%	384
2023 Q4	$4.31K	Hold	220	–	–	﹤0.01%	387
2023 Q3	$4.42K	Hold	220	–	–	﹤0.01%	386
2023 Q2	$4.15K	Hold	220	–	–	﹤0.01%	400
2023 Q1	$4.11K	Hold	220	–	–	﹤0.01%	409
2022 Q4	$4.74K	Hold	220	–	–	﹤0.01%	374
2022 Q3	$3.73K	Hold	220	–	–	﹤0.01%	441
2022 Q2	$3.77K	Hold	220	–	–	﹤0.01%	426
2022 Q1	$4.57K	Hold	220	–	–	﹤0.01%	444
2021 Q4	$4.34K	Buy	+220	New	+$4.65K	﹤0.01%	511

Other funds holding SRI

22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

ACA

AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stephens Consulting's SRI Position: Q4 2025 in Review

Stephens Consulting held its Stoneridge (SRI) position steady in Q4 2025 at 220 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Stephens Consulting first reported a position in SRI in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.74K in Q4 2022. 124 funds tracked by Wall St. Rank hold SRI as of Q4 2025.

Stephens Consulting held 220 shares of Stoneridge worth $1.27K as of Q4 2025.
Stephens Consulting left its Stoneridge share count unchanged in Q4 2025.
Stoneridge made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #376 holding.
Stephens Consulting first reported a position in Stoneridge in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Stoneridge position peaked at $4.74K in Q4 2022.
124 funds tracked by Wall St. Rank held Stoneridge as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.