IIM
STEW

IFC & Insurance Marketing’s SRH Total Return Fund STEW Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-898
Closed -$17K – 615
2025
Q4 		$17K Buy
+898
New +$16.1K 0.02% 310

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BI
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Pathstone Holdings
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1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

IFC & Insurance Marketing's STEW Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of SRH Total Return Fund (STEW) in Q1 2026, closing a stake of 898 shares — an estimated $17K sold.

IFC & Insurance Marketing first reported a position in STEW in Q4 2025 and held it in 1 quarter. The position peaked at $17K in Q4 2025. 126 funds tracked by Wall St. Rank hold STEW as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining SRH Total Return Fund position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 898 SRH Total Return Fund shares in Q1 2026, an estimated $17K.
  • IFC & Insurance Marketing first reported a position in SRH Total Return Fund in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's SRH Total Return Fund position peaked at $17K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.