Cambridge Investment Research Advisors
STEW

Cambridge Investment Research Advisors’s SRH Total Return Fund STEW Stock Holding History

Cambridge Investment Research Advisors’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 		$2.43M Buy
135,877
+3,494
+3% +$61.7K 0.01% 1523
2026
Q1 		$2.26M Buy
132,383
+7,274
+6% +$129K 0.01% 1502
2025
Q4 		$2.32M Buy
125,109
+2,900
+2% +$52.1K 0.01% 1407
2025
Q3 		$2.22M Buy
122,209
+14,928
+14% +$268K 0.01% 1422
2025
Q2 		$1.9M Sell
107,281
-6,874
-6% -$118K 0.01% 1469
2025
Q1 		$1.97M Buy
114,155
+5,368
+5% +$88.8K 0.01% 1363
2024
Q4 		$1.74M Buy
108,787
+7,000
+7% +$112K 0.01% 1459
2024
Q3 		$1.61M Buy
101,787
+10,065
+11% +$154K 0.01% 1520
2024
Q2 		$1.33M Buy
91,722
+8,458
+10% +$123K ﹤0.01% 1570
2024
Q1 		$1.25M Buy
83,264
+4,731
+6% +$68K ﹤0.01% 1578
2023
Q4 		$1.09M Buy
78,533
+1,660
+2% +$21.8K ﹤0.01% 1593
2023
Q3 		$998K Buy
76,873
+12,960
+20% +$174K ﹤0.01% 1590
2023
Q2 		$849K Buy
63,913
+350
+0.6% +$4.44K ﹤0.01% 1718
2023
Q1 		$781K Sell
63,563
-550
-0.9% -$6.93K ﹤0.01% 1745
2022
Q4 		$814K Buy
64,113
+3,245
+5% +$39.9K ﹤0.01% 1651
2022
Q3 		$662K Sell
60,868
-6,426
-10% -$78.5K ﹤0.01% 1747
2022
Q2 		$804K Sell
67,294
-13,157
-16% -$174K ﹤0.01% 1624
2022
Q1 		$1.19M Buy
80,451
+35,049
+77% +$500K 0.01% 1450
2021
Q4 		$645K Buy
45,402
+1,744
+4% +$23.5K ﹤0.01% 1908
2021
Q3 		$572K Sell
43,658
-542
-1% -$7.41K ﹤0.01% 1943
2021
Q2 		$598K Buy
+44,200
New +$593K ﹤0.01% 1915
2021
Q1 		– Sell
-10,119
Closed -$113K – 2983
2020
Q4 		$113K Sell
10,119
-3,805
-27% -$40K ﹤0.01% 2585
2020
Q3 		$139K Buy
13,924
+500
+4% +$5.01K ﹤0.01% 2330
2020
Q2 		$126K Buy
13,424
+3,232
+32% +$30.6K ﹤0.01% 2289
2020
Q1 		$94K Sell
10,192
-957
-9% -$10.3K ﹤0.01% 2114
2019
Q4 		$131K Sell
11,149
-1,616
-13% -$18.4K ﹤0.01% 2283
2019
Q3 		$143K Buy
12,765
+1,077
+9% +$11.9K ﹤0.01% 2186
2019
Q2 		$131K Sell
11,688
-4,315
-27% -$47.3K ﹤0.01% 2076
2019
Q1 		$173K Sell
16,003
-116,581
-88% -$1.24M ﹤0.01% 2112
2018
Q4 		$1.38M Buy
132,584
+110,309
+495% +$1.17M 0.02% 788
2018
Q3 		$250K Sell
22,275
-2,254
-9% -$24.7K ﹤0.01% 1911
2018
Q2 		$252K Sell
24,529
-182,433
-88% -$1.96M ﹤0.01% 1858
2018
Q1 		$2.23M Buy
206,962
+192,217
+1,304% +$2.15M 0.03% 597
2017
Q4 		$164K Buy
14,745
+255
+2% +$2.71K ﹤0.01% 1972
2017
Q3 		$148K Sell
14,490
-1,400
-9% -$13.9K ﹤0.01% 1882
2017
Q2 		$154K Sell
15,890
-509
-3% -$4.82K ﹤0.01% 1806
2017
Q1 		$153K Buy
16,399
+254
+2% +$2.34K ﹤0.01% 1657
2016
Q4 		$144K Sell
16,145
-1,236
-7% -$10.6K ﹤0.01% 1554
2016
Q3 		$146K Sell
17,381
-1,701
-9% -$14.3K ﹤0.01% 1625
2016
Q2 		$155K Sell
19,082
-5,682
-23% -$45.4K ﹤0.01% 1434
2016
Q1 		$194K Sell
24,764
-717
-3% -$5.18K ﹤0.01% 1404
2015
Q4 		$197K Buy
25,481
+1,993
+8% +$15.5K ﹤0.01% 1378
2015
Q3 		$175K Buy
+23,488
New +$187K 0.01% 1287

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

Cambridge Investment Research Advisors's STEW Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its SRH Total Return Fund (STEW) stake by 2.6% in Q2 2026, buying an estimated $61.7K and bringing the position to 135,877 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #1523.

Cambridge Investment Research Advisors first reported a position in STEW in Q3 2015 and has held it in 43 quarters since. 128 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

  • Cambridge Investment Research Advisors held 135,877 shares of SRH Total Return Fund worth $2.43M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,494 SRH Total Return Fund shares in Q2 2026, an estimated $61.7K.
  • SRH Total Return Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1523 holding.
  • Cambridge Investment Research Advisors first reported a position in SRH Total Return Fund in Q3 2015 and has held it in 43 quarters since.
  • 128 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.