Lodestone Wealth Management
STEW icon

Lodestone Wealth Management’s SRH Total Return Fund STEW Stock Holding History

Lodestone Wealth Management’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
Q3 		$3.47K Hold
200
– – ﹤0.01% 651
2026
Q2 		$3.58K Hold
200
– – ﹤0.01% 632
2026
Q1 		$3.42K Hold
200
– – ﹤0.01% 627
2025
Q4 		$3.71K Buy
+200
New +$3.59K ﹤0.01% 621

Other funds holding STEW

JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
GatePass Capital
GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Lodestone Wealth Management's STEW Position: Q3 2026 in Review

Lodestone Wealth Management held its SRH Total Return Fund (STEW) position steady in Q3 2026 at 200 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Lodestone Wealth Management first reported a position in STEW in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.71K in Q4 2025. 67 funds tracked by Wall St. Rank hold STEW as of Q3 2026.

  • Lodestone Wealth Management held 200 shares of SRH Total Return Fund worth $3.47K as of Q3 2026.
  • Lodestone Wealth Management left its SRH Total Return Fund share count unchanged in Q3 2026.
  • SRH Total Return Fund made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #651 holding.
  • Lodestone Wealth Management first reported a position in SRH Total Return Fund in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's SRH Total Return Fund position peaked at $3.71K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.