SCM
STEW

Sage Capital Management’s SRH Total Return Fund STEW Stock Holding History

Sage Capital 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 		$202K Buy
+11,269
New +$199K 0.08% 151

Other funds holding STEW

JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Sage Capital Management's STEW Position: Q2 2026 in Review

Sage Capital Management opened a new position in SRH Total Return Fund (STEW) in Q2 2026: 11,269 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings.

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

  • Sage Capital Management held 11,269 shares of SRH Total Return Fund worth $202K as of Q2 2026.
  • SRH Total Return Fund was a new Sage Capital Management position in Q2 2026.
  • SRH Total Return Fund made up 0.08% of Sage Capital Management's portfolio in Q2 2026, its #151 holding.
  • 15 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.