CIBC Private Wealth Group
STEW

CIBC Private Wealth Group’s SRH Total Return Fund STEW Stock Holding History

CIBC Private Wealth Group’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
Q2 		– Sell
-2,200
Closed -$34.5K – 3301
2025
Q1 		$34.5K Hold
2,200
– – ﹤0.01% 1773
2024
Q4 		$35.2K Hold
2,200
– – ﹤0.01% 1818
2024
Q3 		$34.8K Hold
2,200
– – ﹤0.01% 1911
2024
Q2 		$32.3K Buy
+2,200
New +$31.9K ﹤0.01% 1842
2020
Q1 		– Sell
-10,000
Closed -$118K – 927
2019
Q4 		$118K Buy
+10,000
New +$114K ﹤0.01% 879

Other funds holding STEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
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 59.56% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

CIBC Private Wealth Group's STEW Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of SRH Total Return Fund (STEW) in Q2 2025, closing a stake of 2,200 shares — an estimated $34.5K sold.

CIBC Private Wealth Group first reported a position in STEW in Q4 2019 and held it in 5 quarters. The position peaked at $118K in Q4 2019. 114 funds tracked by Wall St. Rank hold STEW as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining SRH Total Return Fund position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 2,200 SRH Total Return Fund shares in Q2 2025, an estimated $34.5K.
  • CIBC Private Wealth Group first reported a position in SRH Total Return Fund in Q4 2019 and held it in 5 quarters.
  • CIBC Private Wealth Group's SRH Total Return Fund position peaked at $118K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.