Farther Finance Advisors’s SRH Total Return Fund STEW Stock Holding History

Farther Finance 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 Q3	–	Sell	-18	Closed	-$322	–	6324
2026 Q2	$322	Hold	18	–	–	﹤0.01%	5622
2026 Q1	$311	Hold	18	–	–	﹤0.01%	5363
2025 Q4	$334	Hold	18	–	–	﹤0.01%	5112
2025 Q3	$327	Hold	18	–	–	﹤0.01%	4627
2025 Q2	$318	Hold	18	–	–	﹤0.01%	4127
2025 Q1	$311	Hold	18	–	–	﹤0.01%	3863
2024 Q4	$288	Hold	18	–	–	﹤0.01%	3566
2024 Q3	$284	Hold	18	–	–	﹤0.01%	3574
2024 Q2	$261	Buy	+18	New	+$261	﹤0.01%	3438

Other funds holding STEW

JWM

JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

Farther Finance Advisors's STEW Position: Q3 2026 in Review

Farther Finance Advisors sold out of SRH Total Return Fund (STEW) in Q3 2026, closing a stake of 18 shares — an estimated $322 sold.

Farther Finance Advisors first reported a position in STEW in Q2 2024 and held it in 9 quarters. The position peaked at $334 in Q4 2025. 10 funds tracked by Wall St. Rank hold STEW as of Q3 2026.

Farther Finance Advisors reported no remaining SRH Total Return Fund position as of Q3 2026 after selling out during the quarter.
Farther Finance Advisors sold 18 SRH Total Return Fund shares in Q3 2026, an estimated $322.
Farther Finance Advisors first reported a position in SRH Total Return Fund in Q2 2024 and held it in 9 quarters.
Farther Finance Advisors's SRH Total Return Fund position peaked at $334 in Q4 2025.
10 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.