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

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

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.

127 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.
  • 127 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.