Formidable Asset Management’s Starwood Property Trust STWD Stock Holding History

Formidable Asset Management’s Portfolio STWD Stock Details STWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Sell	11,989 -2,383	-17%	-$41.5K	0.03%	368
2026 Q1	$259K	Sell	14,372 -3,224	-18%	-$57.9K	0.04%	340
2025 Q4	$341K	Sell	17,596 -2,249	-11%	-$41.4K	0.05%	313
2025 Q3	$398K	Buy	19,845 +981	+5%	+$19.8K	0.06%	281
2025 Q2	$373K	Hold	18,864	–	–	0.06%	279
2025 Q1	$373K	Buy	18,864 +74	+0.4%	+$1.45K	0.06%	278
2024 Q4	$356K	Buy	18,790 +70	+0.4%	+$1.39K	0.06%	278
2024 Q3	$382K	Sell	18,720 -11	-0.1%	-$220	0.06%	257
2024 Q2	$355K	Buy	18,731 +99	+0.5%	+$1.93K	0.06%	281
2024 Q1	$379K	Buy	+18,632	New	+$377K	0.06%	255
2019 Q2	–	Sell	-33,952	Closed	-$34K	–	326
2019 Q1	$34K	Buy	+33,952	New	+$741K	0.01%	177

Other funds holding STWD

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Formidable Asset Management's STWD Position: Q2 2026 in Review

Formidable Asset Management reduced its Starwood Property Trust (STWD) stake by 17% in Q2 2026, selling an estimated $41.5K and leaving 11,989 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #368.

Formidable Asset Management first reported a position in STWD in Q1 2019 and has held it in 11 quarters since. The position peaked at $398K in Q3 2025. 73 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Formidable Asset Management held 11,989 shares of Starwood Property Trust worth $206K as of Q2 2026.
Formidable Asset Management sold 2,383 Starwood Property Trust shares in Q2 2026, an estimated $41.5K.
Starwood Property Trust made up 0.03% of Formidable Asset Management's portfolio in Q2 2026, its #368 holding.
Formidable Asset Management first reported a position in Starwood Property Trust in Q1 2019 and has held it in 11 quarters since.
Formidable Asset Management's Starwood Property Trust position peaked at $398K in Q3 2025.
73 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.