PRTG
STEW

Post Resch Tallon Group’s SRH Total Return Fund STEW Stock Holding History

Post Resch Tallon 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 		$250K Buy
+14,404
New +$263K 0.17% 103

Other funds holding STEW

JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Post Resch Tallon Group's STEW Position: Q3 2026 in Review

Post Resch Tallon Group opened a new position in SRH Total Return Fund (STEW) in Q3 2026: 14,404 shares worth $250K. The stake represents 0.17% of the portfolio and ranks #103 among its holdings.

4 funds tracked by Wall St. Rank hold STEW as of Q3 2026.

  • Post Resch Tallon Group held 14,404 shares of SRH Total Return Fund worth $250K as of Q3 2026.
  • SRH Total Return Fund was a new Post Resch Tallon Group position in Q3 2026.
  • SRH Total Return Fund made up 0.17% of Post Resch Tallon Group's portfolio in Q3 2026, its #103 holding.
  • 4 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q3 2026.

Based on Post Resch Tallon Group's 13F filing for Q3 2026, filed 9 Oct 2026.