RFP
STEW

Root Financial Partners’s SRH Total Return Fund STEW Stock Holding History

Root Financial Partners’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 		– Sell
-75
Closed -$1.28K – 2821
2026
Q1 		$1.28K Buy
+75
New +$1.33K ﹤0.01% 2497

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

Root Financial Partners's STEW Position: Q2 2026 in Review

Root Financial Partners sold out of SRH Total Return Fund (STEW) in Q2 2026, closing a stake of 75 shares — an estimated $1.28K sold.

Root Financial Partners first reported a position in STEW in Q1 2026 and held it in 1 quarter. The position peaked at $1.28K in Q1 2026. 127 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

  • Root Financial Partners reported no remaining SRH Total Return Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 75 SRH Total Return Fund shares in Q2 2026, an estimated $1.28K.
  • Root Financial Partners first reported a position in SRH Total Return Fund in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's SRH Total Return Fund position peaked at $1.28K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.