CCFM
STEW

Clear Creek Financial Management’s SRH Total Return Fund STEW Stock Holding History

Clear Creek Financial Management’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 		$691K Sell
38,600
-6,200
-14% -$109K 0.04% 341
2026
Q1 		$766K Hold
44,800
– – 0.06% 302
2025
Q4 		$831K Sell
44,800
-1,800
-4% -$32.3K 0.07% 273
2025
Q3 		$846K Sell
46,600
-1,200
-3% -$21.6K 0.07% 260
2025
Q2 		$845K Sell
47,800
-900
-2% -$15.5K 0.08% 250
2025
Q1 		$840K Hold
48,700
– – 0.09% 217
2024
Q4 		$780K Sell
48,700
-1,100
-2% -$17.7K 0.08% 229
2024
Q3 		$787K Hold
49,800
– – 0.09% 202
2024
Q2 		$725K Buy
49,800
+1,100
+2% +$15.9K 0.09% 202
2024
Q1 		$733K Hold
48,700
– – 0.09% 187
2023
Q4 		$675K Sell
48,700
-2,500
-5% -$32.9K 0.11% 162
2023
Q3 		$665K Hold
51,200
– – 0.12% 142
2023
Q2 		$680K Buy
51,200
+19,100
+60% +$242K 0.12% 143
2023
Q1 		$394K Buy
32,100
+1,500
+5% +$18.9K 0.07% 189
2022
Q4 		$389K Buy
+30,600
New +$377K 0.09% 178

Other funds holding STEW

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
SA
SRH Advisors Salina, Kansas $392M AUM 18.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Clear Creek Financial Management's STEW Position: Q2 2026 in Review

Clear Creek Financial Management reduced its SRH Total Return Fund (STEW) stake by 14% in Q2 2026, selling an estimated $109K and leaving 38,600 shares worth $691K. The position accounts for 0.04% of the portfolio, ranked #341.

Clear Creek Financial Management first reported a position in STEW in Q4 2022 and has held it in 15 quarters since. The position peaked at $846K in Q3 2025. 46 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

  • Clear Creek Financial Management held 38,600 shares of SRH Total Return Fund worth $691K as of Q2 2026.
  • Clear Creek Financial Management sold 6,200 SRH Total Return Fund shares in Q2 2026, an estimated $109K.
  • SRH Total Return Fund made up 0.04% of Clear Creek Financial Management's portfolio in Q2 2026, its #341 holding.
  • Clear Creek Financial Management first reported a position in SRH Total Return Fund in Q4 2022 and has held it in 15 quarters since.
  • Clear Creek Financial Management's SRH Total Return Fund position peaked at $846K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.