SRI · Stoneridge Inc · Held by Funds
$6.50
-0.03 (-0.46%)
At close · Oct 6
Return incl. dividend (before tax)
Going-concern doubt
— flagged Aug 5, 2026
Substantial doubt about the company's ability to continue as a going concern.
“The Company’s ability to continue as a going concern is contingent upon its ability to refinance its Credit Facility.”View the 10-Q filed Aug 5, 2026
Market Cap
$197.66M
Shares
28.52M
Volume · Oct 6
205.62K
Avg daily vol (3M)
151.66K
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding SRI
134 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Core Fund | — | 936,565 | $6,471,664 | 0.29% | Long | 2026-07-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 863,692 | $6,322,225 | 0.00% | Long | 2026-06-30 | |
| Avantis U.S. Small Cap Value ETF | AVUV | 844,173 | $6,305,972 | 0.02% | Long | 2026-05-31 | |
| iShares Russell 2000 ETF | IWM | 683,517 | $5,003,344 | 0.01% | Long | 2026-06-30 | |
| ROYCE MICRO-CAP TRUST, INC. | RMT | 514,517 | $3,766,264 | 0.41% | Long | 2026-06-30 | |
| Meridian Small Cap Growth Fund | — | 386,041 | $2,825,820 | 1.04% | Long | 2026-06-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 315,702 | $2,310,939 | 0.00% | Long | 2026-06-30 | |
| iShares Russell 2000 Value ETF | IWN | 294,842 | $2,158,243 | 0.01% | Long | 2026-06-30 | |
| Fidelity Small Cap Index Fund | FSSNX | 305,092 | $2,108,186 | 0.01% | Long | 2026-07-31 | |
| Royce Micro-Cap Fund | — | 239,933 | $1,756,310 | 0.41% | Long | 2026-06-30 | |
| 1290 VT GAMCO Small Company Value Portfolio | — | 200,000 | $1,464,000 | 0.03% | Long | 2026-06-30 | |
| U.S. SMALL CAP VALUE PORTFOLIO | DFSVX | 190,271 | $1,314,773 | 0.01% | Long | 2026-07-31 | |
| U.S. MICRO CAP PORTFOLIO | DFSCX | 173,113 | $1,196,211 | 0.02% | Long | 2026-07-31 | |
| Fidelity Extended Market Index Fund | FSMAX | 150,904 | $1,127,253 | 0.00% | Long | 2026-05-31 | |
| Federated Hermes MDT Small Cap Core ETF | FSCC | 136,406 | $1,018,953 | 0.37% | Long | 2026-05-31 | |
| Schwab U.S. Small-Cap ETF | SCHA | 133,843 | $999,807 | 0.00% | Long | 2026-05-31 | |
| U.S. Small Cap Equity Fund | — | 136,250 | $941,488 | 0.10% | Long | 2026-07-31 | |
| U.S. SMALL CAP PORTFOLIO | DFSTX | 122,358 | $845,494 | 0.00% | Long | 2026-07-31 | |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND | — | 112,259 | $838,575 | 0.01% | Long | 2026-05-31 | |
| Ultra-Small Company Fund | BRUSX | 108,900 | $797,148 | 0.81% | Long | 2026-06-30 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | VSTCX | 101,833 | $745,418 | 0.02% | Long | 2026-06-30 | |
| iShares Micro-Cap ETF | IWC | 94,101 | $688,819 | 0.05% | Long | 2026-06-30 | |
| BlackRock Advantage Small Cap Core Fund | — | 87,929 | $656,830 | 0.01% | Long | 2026-05-29 | |
| Dimensional U.S. Small Cap ETF | DFAS | 94,843 | $655,365 | 0.00% | Long | 2026-07-31 | |
| Royce Capital Fund - Micro-Cap Portfolio | — | 81,843 | $599,091 | 0.43% | Long | 2026-06-30 | |
| EA Bridgeway Omni Small-Cap Value ETF | BSVO | 66,131 | $484,079 | 0.02% | Long | 2026-06-30 | |
| Schwab Small-Cap Index Fund | SWSSX | 68,155 | $470,951 | 0.01% | Long | 2026-07-31 | |
| Guggenheim SMid Cap Value Fund | — | 41,338 | $462,572 | 0.12% | Long | 2024-09-30 | |
| Dimensional US Small Cap Value ETF | DFSV | 62,544 | $432,179 | 0.01% | Long | 2026-07-31 | |
| The Gabelli Small Cap Growth Fund | — | 59,000 | $431,880 | 0.02% | Long | 2026-06-30 | |
| Fidelity Total Market Index Fund | FSKAX | 55,626 | $415,526 | 0.00% | Long | 2026-05-31 | |
| Dimensional U.S. Core Equity 2 ETF | DFAC | 59,927 | $414,096 | 0.00% | Long | 2026-07-31 | |
| Master Small Cap Index Series | — | 52,437 | $383,839 | 0.01% | Long | 2026-06-30 | |
| BlackRock Advantage Small Cap Growth Fund | — | 51,576 | $377,536 | 0.05% | Long | 2026-06-30 | |
| Dunham Small Cap Value Fund | — | 50,280 | $347,435 | 0.37% | Long | 2026-07-31 | |
| Avantis U.S. Small Cap Equity ETF | AVSC | 43,097 | $321,935 | 0.01% | Long | 2026-05-31 | |
| Omni Small-Cap Value Fund | BOSVX | 43,900 | $321,348 | 0.02% | Long | 2026-06-30 | |
| Fidelity Series Total Market Index Fund | FCFMX | 42,179 | $315,077 | 0.00% | Long | 2026-05-31 | |
| Multi-Manager Small Cap Equity Strategies Fund | CZMSX | 42,155 | $314,898 | 0.02% | Long | 2026-05-31 | |
| Fidelity Small Cap Value Index Fund | FISVX | 39,210 | $287,017 | 0.01% | Long | 2026-06-30 | |
| Nuveen Small Cap Blend Index Fund | — | 37,118 | $256,485 | 0.01% | Long | 2026-07-31 | |
| EQ/2000 Managed Volatility Portfolio | — | 32,236 | $235,968 | 0.01% | Long | 2026-06-30 | |
| Ultra-Small Company Market Fund | BRSIX | 32,000 | $234,240 | 0.16% | Long | 2026-06-30 | |
| U.S. Small Cap Equity Fund | RIFBX | 30,571 | $223,780 | 0.09% | Long | 2026-06-30 | |
| NVIT Multi-Manager Small Company Fund | — | 27,990 | $204,887 | 0.05% | Long | 2026-06-30 | |
| NVIT Small Cap Value Fund | — | 26,324 | $192,692 | 0.09% | Long | 2026-06-30 | |
| U.S. CORE EQUITY 1 PORTFOLIO | DFEOX | 26,748 | $184,829 | 0.00% | Long | 2026-07-31 | |
| T. Rowe Price Total Equity Market Index Fund | POMIX | 25,193 | $184,413 | 0.01% | Long | 2026-06-30 | |
| Schwab Total Stock Market Index Fund | SWTSX | 25,000 | $172,750 | 0.00% | Long | 2026-07-31 | |
| Strategic Advisers U.S. Total Stock Fund | FSAKX | 22,300 | $166,581 | 0.00% | Long | 2026-05-31 |
Showing 1–50 of 134 positions