Nemes Rush Group’s SRH Total Return Fund STEW Stock Holding History

Nemes Rush 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 Q3	$67.9K	Buy	3,911 +42	+1%	+$768	0.01%	315
2026 Q2	$69.2K	Buy	3,869 +43	+1%	+$759	0.01%	334
2026 Q1	$65.4K	Buy	3,826 +43	+1%	+$764	0.01%	319
2025 Q4	$70.1K	Buy	3,783 +36	+1%	+$647	0.01%	307
2025 Q3	$68K	Buy	3,747 +35	+0.9%	+$629	0.01%	289
2025 Q2	$65.6K	Buy	3,712 +35	+1%	+$601	0.01%	284
2025 Q1	$63.4K	Buy	3,677 +36	+1%	+$596	0.01%	289
2024 Q4	$58.3K	Buy	3,641 +32	+0.9%	+$514	0.01%	286
2024 Q3	$54.4K	Hold	3,609	–	–	0.01%	252
2024 Q2	$52.5K	Hold	3,609	–	–	0.01%	258
2024 Q1	$54.4K	Hold	3,609	–	–	0.01%	262
2023 Q4	$50.1K	Buy	+3,609	New	+$47.5K	0.01%	257

Other funds holding STEW

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

JWM

JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Quantedge Capital Singapore $921M AUM 33.11% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Nemes Rush Group's STEW Position: Q3 2026 in Review

Nemes Rush Group increased its SRH Total Return Fund (STEW) stake by 1.1% in Q3 2026, buying an estimated $768 and bringing the position to 3,911 shares worth $67.9K. The position accounts for 0.01% of the portfolio, ranked #315.

Nemes Rush Group first reported a position in STEW in Q4 2023 and has held it in 12 quarters since. The position peaked at $70.1K in Q4 2025. 81 funds tracked by Wall St. Rank hold STEW as of Q3 2026.

Nemes Rush Group held 3,911 shares of SRH Total Return Fund worth $67.9K as of Q3 2026.
Nemes Rush Group bought 42 SRH Total Return Fund shares in Q3 2026, an estimated $768.
SRH Total Return Fund made up 0.01% of Nemes Rush Group's portfolio in Q3 2026, its #315 holding.
Nemes Rush Group first reported a position in SRH Total Return Fund in Q4 2023 and has held it in 12 quarters since.
Nemes Rush Group's SRH Total Return Fund position peaked at $70.1K in Q4 2025.
81 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q3 2026.

Based on Nemes Rush Group's 13F filing for Q3 2026, filed 4 Nov 2026.