Level Four Advisory Services’s SRH Total Return Fund STEW Stock Holding History
Bought
Maintained
Sold
Other funds holding STEW
AW
JWM
BI
1CP
CL
GC
Level Four Advisory Services's STEW Position: Q2 2026 in Review
Level Four Advisory Services increased its SRH Total Return Fund (STEW) stake by 2.8% in Q2 2026, buying an estimated $11.3K and bringing the position to 23,498 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #664.
Level Four Advisory Services first reported a position in STEW in Q1 2023 and has held it in 14 quarters since. 128 funds tracked by Wall St. Rank hold STEW as of Q2 2026.
- Level Four Advisory Services held 23,498 shares of SRH Total Return Fund worth $421K as of Q2 2026.
- Level Four Advisory Services bought 641 SRH Total Return Fund shares in Q2 2026, an estimated $11.3K.
- SRH Total Return Fund made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #664 holding.
- Level Four Advisory Services first reported a position in SRH Total Return Fund in Q1 2023 and has held it in 14 quarters since.
- 128 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.