Bank Julius Baer & Co
STEW

Bank Julius Baer & Co’s SRH Total Return Fund STEW Stock Holding History

Bank Julius Baer & Co’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,500
Closed -$45.4K – 705
2025
Q3 		$45.4K Buy
+2,500
New +$44.9K ﹤0.01% 600

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BI
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Pathstone Holdings
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1CP
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank Julius Baer & Co's STEW Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of SRH Total Return Fund (STEW) in Q4 2025, closing a stake of 2,500 shares — an estimated $45.4K sold.

Bank Julius Baer & Co first reported a position in STEW in Q3 2025 and held it in 1 quarter. The position peaked at $45.4K in Q3 2025. 128 funds tracked by Wall St. Rank hold STEW as of Q4 2025.

  • Bank Julius Baer & Co reported no remaining SRH Total Return Fund position as of Q4 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 2,500 SRH Total Return Fund shares in Q4 2025, an estimated $45.4K.
  • Bank Julius Baer & Co first reported a position in SRH Total Return Fund in Q3 2025 and held it in 1 quarter.
  • Bank Julius Baer & Co's SRH Total Return Fund position peaked at $45.4K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.