Sterling Capital Management’s Stoneridge SRI Stock Holding History

Sterling Capital Management’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	$4.14K	Buy	+565	New	+$3.88K	﹤0.01%	2718
2025 Q2	–	Sell	-490	Closed	-$2.25K	–	3384
2025 Q1	$2.25K	Sell	490 -437	-47%	-$2.22K	﹤0.01%	2544
2024 Q4	$5.81K	Buy	927 +832	+876%	+$6.39K	﹤0.01%	2395
2024 Q3	$1.06K	Buy	+95	New	+$1.35K	﹤0.01%	2490
2017 Q2	–	Sell	-32,993	Closed	-$598K	–	1005
2017 Q1	$598K	Hold	32,993	–	–	0.01%	763
2016 Q4	$584K	Hold	32,993	–	–	0.01%	755
2016 Q3	$607K	Buy	32,993 +67	+0.2%	+$1.16K	0.01%	701
2016 Q2	$492K	Buy	+32,926	New	+$497K	﹤0.01%	754
2014 Q2	–	Sell	-38,983	Closed	-$438K	–	931
2014 Q1	$438K	Buy	38,983 +844	+2%	+$9.49K	﹤0.01%	790
2013 Q4	$486K	Buy	38,139 +2,989	+9%	+$37.1K	﹤0.01%	587
2013 Q3	$380K	Buy	35,150 +3,035	+9%	+$37.5K	﹤0.01%	492
2013 Q2	$374K	Buy	+32,115	New	+$297K	﹤0.01%	349

Other funds holding SRI

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

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

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

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Sterling Capital Management's SRI Position: Q2 2026 in Review

Sterling Capital Management opened a new position in Stoneridge (SRI) in Q2 2026: 565 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #2718 among its holdings. This is a return to the name: Sterling Capital Management previously reported a position in SRI as recently as Q1 2025.

Sterling Capital Management first reported a position in SRI in Q2 2013 and has held it in 12 quarters since. The position peaked at $607K in Q3 2016. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

Sterling Capital Management held 565 shares of Stoneridge worth $4.14K as of Q2 2026.
Stoneridge was a new Sterling Capital Management position in Q2 2026.
Stoneridge made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2718 holding.
Sterling Capital Management first reported a position in Stoneridge in Q2 2013 and has held it in 12 quarters since.
Sterling Capital Management's Stoneridge position peaked at $607K in Q3 2016.
112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.