KFG
STEW

Kingdom Financial Group’s SRH Total Return Fund STEW Stock Holding History

Kingdom Financial 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
2026
Q2 		$2.92M Buy
163,061
+8,225
+5% +$145K 0.75% 17
2026
Q1 		$2.65M Buy
154,836
+327
+0.2% +$5.81K 0.76% 16
2025
Q4 		$2.86M Buy
+154,509
New +$2.78M 0.89% 15

Other funds holding STEW

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $455M AUM 2.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Kingdom Financial Group's STEW Position: Q2 2026 in Review

Kingdom Financial Group increased its SRH Total Return Fund (STEW) stake by 5.3% in Q2 2026, buying an estimated $145K and bringing the position to 163,061 shares worth $2.92M. The position accounts for 0.75% of the portfolio, ranked #17.

Kingdom Financial Group first reported a position in STEW in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

  • Kingdom Financial Group held 163,061 shares of SRH Total Return Fund worth $2.92M as of Q2 2026.
  • Kingdom Financial Group bought 8,225 SRH Total Return Fund shares in Q2 2026, an estimated $145K.
  • SRH Total Return Fund made up 0.75% of Kingdom Financial Group's portfolio in Q2 2026, its #17 holding.
  • Kingdom Financial Group first reported a position in SRH Total Return Fund in Q4 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.