WSFS
SRI icon

Wilmington Savings Fund Society’s Stoneridge SRI Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-120
Closed -$845 – 1972
2025
Q2 		$845 Hold
120
– – ﹤0.01% 1975
2025
Q1 		$551 Hold
120
– – ﹤0.01% 2010
2024
Q4 		$752 Hold
120
– – ﹤0.01% 2023
2024
Q3 		$1.34K Buy
+120
New +$1.71K ﹤0.01% 1960

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Wilmington Savings Fund Society's SRI Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Stoneridge (SRI) in Q3 2025, closing a stake of 120 shares — an estimated $845 sold.

Wilmington Savings Fund Society first reported a position in SRI in Q3 2024 and held it in 4 quarters. The position peaked at $1.34K in Q3 2024. 116 funds tracked by Wall St. Rank hold SRI as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Stoneridge position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 120 Stoneridge shares in Q3 2025, an estimated $845.
  • Wilmington Savings Fund Society first reported a position in Stoneridge in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Stoneridge position peaked at $1.34K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Stoneridge as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.