Teton Advisors’s Stoneridge SRI Stock Holding History

Teton 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 Q1	$96.6K	Sell	20,000 -1,000	-5%	-$6.85K	0.07%	144
2025 Q4	$122K	Sell	21,000 -5,000	-19%	-$31.5K	0.08%	140
2025 Q3	$198K	Sell	26,000 -3,000	-10%	-$23.8K	0.12%	143
2025 Q2	$204K	Sell	29,000 -3,500	-11%	-$17.1K	0.12%	163
2025 Q1	$149K	Sell	32,500 -5,500	-14%	-$28K	0.09%	165
2024 Q4	$238K	Sell	38,000 -10,000	-21%	-$76.8K	0.12%	154
2024 Q3	$537K	Sell	48,000 -4,000	-8%	-$57.1K	0.24%	115
2024 Q2	$830K	Sell	52,000 -500	-1%	-$8.01K	0.35%	88
2024 Q1	$968K	Sell	52,500 -9,500	-15%	-$169K	0.34%	90
2023 Q4	$1.21M	Sell	62,000 -23,000	-27%	-$399K	0.4%	78
2023 Q3	$1.71M	Sell	85,000 -4,000	-4%	-$81.2K	0.53%	50
2023 Q2	$1.68M	Hold	89,000	–	–	0.47%	65
2023 Q1	$1.66M	Sell	89,000 -6,500	-7%	-$140K	0.44%	68
2022 Q4	$2.06M	Sell	95,500 -14,500	-13%	-$310K	0.53%	51
2022 Q3	$1.86M	Sell	110,000 -4,500	-4%	-$84.6K	0.45%	61
2022 Q2	$1.96M	Hold	114,500	–	–	0.42%	67
2022 Q1	$2.38M	Sell	114,500 -500	-0.4%	-$9.2K	0.41%	68
2021 Q4	$2.27M	Hold	115,000	–	–	0.33%	82
2021 Q3	$2.35M	Hold	115,000	–	–	0.34%	85
2021 Q2	$3.39M	Sell	115,000 -1,000	-0.9%	-$31.7K	0.45%	53
2021 Q1	$3.69M	Sell	116,000 -22,038	-16%	-$696K	0.52%	48
2020 Q4	$4.17M	Sell	138,038 -6,000	-4%	-$156K	0.59%	40
2020 Q3	$2.65M	Sell	144,038 -4,000	-3%	-$81.6K	0.45%	55
2020 Q2	$3.06M	Sell	148,038 -6,000	-4%	-$112K	0.49%	51
2020 Q1	$2.58M	Sell	154,038 -5,000	-3%	-$124K	0.42%	59
2019 Q4	$4.66M	Sell	159,038 -29,000	-15%	-$893K	0.47%	53
2019 Q3	$5.82M	Sell	188,038 -16,460	-8%	-$516K	0.59%	41
2019 Q2	$6.45M	Sell	204,498 -24,000	-11%	-$710K	0.63%	39
2019 Q1	$6.59M	Sell	228,498 -5,000	-2%	-$137K	0.65%	38
2018 Q4	$5.76M	Hold	233,498	–	–	0.63%	40
2018 Q3	$6.94M	Sell	233,498 -10,000	-4%	-$317K	0.61%	37
2018 Q2	$8.56M	Sell	243,498 -15,000	-6%	-$456K	0.76%	30
2018 Q1	$7.13M	Sell	258,498 -15,000	-5%	-$366K	0.67%	37
2017 Q4	$6.25M	Sell	273,498 -25,326	-8%	-$566K	0.58%	49
2017 Q3	$5.92M	Buy	298,824 +5,000	+2%	+$82.8K	0.55%	55
2017 Q2	$4.53M	Buy	293,824 +15,000	+5%	+$251K	0.44%	73
2017 Q1	$5.06M	Buy	278,824 +21,009	+8%	+$370K	0.5%	64
2016 Q4	$4.56M	Buy	257,815 +9,317	+4%	+$158K	0.46%	66
2016 Q3	$4.57M	Sell	248,498 -4,000	-2%	-$68.9K	0.4%	70
2016 Q2	$3.77M	Sell	252,498 -4,000	-2%	-$60.4K	0.34%	95
2016 Q1	$3.73M	Sell	256,498 -57,865	-18%	-$728K	0.35%	90
2015 Q4	$4.65M	Hold	314,363	–	–	0.41%	65
2015 Q3	$3.88M	Hold	314,363	–	–	0.29%	126
2015 Q2	$3.68M	Buy	314,363 +25,443	+9%	+$307K	0.25%	146
2015 Q1	$3.26M	Hold	288,920	–	–	0.22%	165
2014 Q4	$3.72M	Buy	288,920 +16,900	+6%	+$198K	0.24%	154
2014 Q3	$3.07M	Buy	272,020 +1,820	+0.7%	+$21.2K	0.22%	156
2014 Q2	$2.9M	Sell	270,200 -5,000	-2%	-$52.4K	0.19%	178
2014 Q1	$3.09M	Hold	275,200	–	–	0.21%	162
2013 Q4	$3.51M	Hold	275,200	–	–	0.25%	145
2013 Q3	$2.98M	Hold	275,200	–	–	0.23%	151
2013 Q2	$3.2M	Buy	+275,200	New	+$2.55M	0.28%	126

Other funds holding SRI

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EMCIP

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

ACA

AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return

ACH

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

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

EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Teton Advisors's SRI Position: Q1 2026 in Review

Teton Advisors reduced its Stoneridge (SRI) stake by 4.8% in Q1 2026, selling an estimated $6.85K and leaving 20,000 shares worth $96.6K. The position accounts for 0.07% of the portfolio, ranked #144.

Teton Advisors first reported a position in SRI in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.56M in Q2 2018. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

Teton Advisors held 20,000 shares of Stoneridge worth $96.6K as of Q1 2026.
Teton Advisors sold 1,000 Stoneridge shares in Q1 2026, an estimated $6.85K.
Stoneridge made up 0.07% of Teton Advisors's portfolio in Q1 2026, its #144 holding.
Teton Advisors first reported a position in Stoneridge in Q2 2013 and has held it in 52 quarters since.
Teton Advisors's Stoneridge position peaked at $8.56M in Q2 2018.
114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on Teton Advisors's 13F filing for Q1 2026, filed 14 May 2026.