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Stoneridge shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Stoneridge (SRI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Stoneridge

Tip: Access up to 7 years of quarterly data

All positions including Stoneridge held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stoneridge by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.3k 309 7.32

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Top funds holding Stoneridge

BlackRock
22NW
Ewing Morris & Co. Investment Partners
Federated Investors
Vanguard Capital Management
Dimensional Fund Advisors
AYAL Capital Advisors
American Century Companies
Royce & Associates
EVR Research
Acadian Asset Management
Geode Capital Management
Arrowpoint Asset Management
D. E. Shaw & Co
Marshall Wace

View all funds holding Stoneridge