Kingswood Wealth Advisors’s SRH Total Return Fund STEW Stock Holding History

Kingswood Wealth 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 Q2	$1.3M	Hold	72,775	–	–	0.05%	347
2026 Q1	$1.24M	Sell	72,775 -6,700	-8%	-$119K	0.06%	327
2025 Q4	$1.47M	Buy	79,475 +1,100	+1%	+$19.8K	0.07%	273
2025 Q3	$1.42M	Hold	78,375	–	–	0.09%	242
2025 Q2	$1.39M	Hold	78,375	–	–	0.11%	198
2025 Q1	$1.35M	Buy	78,375 +21,950	+39%	+$363K	0.12%	195
2024 Q4	$904K	Buy	56,425 +6,850	+14%	+$110K	0.07%	292
2024 Q3	$783K	Hold	49,575	–	–	0.06%	347
2024 Q2	$721K	Buy	49,575 +350	+0.7%	+$5.07K	0.07%	303
2024 Q1	$741K	Buy	49,225 +6,675	+16%	+$95.9K	0.09%	260
2023 Q4	$590K	Hold	42,550	–	–	0.07%	304
2023 Q3	$552K	Hold	42,550	–	–	0.09%	227
2023 Q2	$565K	Buy	+42,550	New	+$540K	0.18%	126

Other funds holding STEW

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

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

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Kingswood Wealth Advisors's STEW Position: Q2 2026 in Review

Kingswood Wealth Advisors held its SRH Total Return Fund (STEW) position steady in Q2 2026 at 72,775 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #347.

Kingswood Wealth Advisors first reported a position in STEW in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.47M in Q4 2025. 128 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

Kingswood Wealth Advisors held 72,775 shares of SRH Total Return Fund worth $1.3M as of Q2 2026.
Kingswood Wealth Advisors left its SRH Total Return Fund share count unchanged in Q2 2026.
SRH Total Return Fund made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #347 holding.
Kingswood Wealth Advisors first reported a position in SRH Total Return Fund in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's SRH Total Return Fund position peaked at $1.47M in Q4 2025.
128 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.