BHPW
STEW

Beverly Hills Private Wealth’s SRH Total Return Fund STEW Stock Holding History

Beverly Hills Private Wealth’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
2026
Q2 		$1.06M Buy
59,365
+8,534
+17% +$151K 0.2% 106
2026
Q1 		$869K Buy
50,831
+21,742
+75% +$387K 0.14% 136
2025
Q4 		$539K Buy
29,089
+1,634
+6% +$29.4K 0.09% 167
2025
Q3 		$499K Buy
27,455
+2,689
+11% +$48.3K 0.09% 182
2025
Q2 		$438K Buy
24,766
+2,124
+9% +$36.5K 0.08% 194
2025
Q1 		$391K Buy
+22,642
New +$375K 0.08% 206

Other funds holding STEW

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Beverly Hills Private Wealth's STEW Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its SRH Total Return Fund (STEW) stake by 17% in Q2 2026, buying an estimated $151K and bringing the position to 59,365 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #106.

Beverly Hills Private Wealth first reported a position in STEW in Q1 2025 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

  • Beverly Hills Private Wealth held 59,365 shares of SRH Total Return Fund worth $1.06M as of Q2 2026.
  • Beverly Hills Private Wealth bought 8,534 SRH Total Return Fund shares in Q2 2026, an estimated $151K.
  • SRH Total Return Fund made up 0.2% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #106 holding.
  • Beverly Hills Private Wealth first reported a position in SRH Total Return Fund in Q1 2025 and has held it in 6 quarters since.
  • 128 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.