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 $146M AUM 29.83% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AYAL Capital Advisors Toronto, Ontario, Canada $195M AUM 39.67% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return