PAM
STEW

Peak Asset Management’s SRH Total Return Fund STEW Stock Holding History

Peak Asset 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
Q2 		$918K Buy
+51,285
New +$906K 0.14% 89

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

Peak Asset Management's STEW Position: Q2 2026 in Review

Peak Asset Management opened a new position in SRH Total Return Fund (STEW) in Q2 2026: 51,285 shares worth $918K. The stake represents 0.14% of the portfolio and ranks #89 among its holdings.

128 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

  • Peak Asset Management held 51,285 shares of SRH Total Return Fund worth $918K as of Q2 2026.
  • SRH Total Return Fund was a new Peak Asset Management position in Q2 2026.
  • SRH Total Return Fund made up 0.14% of Peak Asset Management's portfolio in Q2 2026, its #89 holding.
  • 128 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.