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

Smithbridge 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 Q3	$300K	Buy	+17,250	New	+$316K	0.04%	161

Other funds holding STEW

JWM

JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Smithbridge Asset Management's STEW Position: Q3 2026 in Review

Smithbridge Asset Management opened a new position in SRH Total Return Fund (STEW) in Q3 2026: 17,250 shares worth $300K. The stake represents 0.04% of the portfolio and ranks #161 among its holdings.

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

Smithbridge Asset Management held 17,250 shares of SRH Total Return Fund worth $300K as of Q3 2026.
SRH Total Return Fund was a new Smithbridge Asset Management position in Q3 2026.
SRH Total Return Fund made up 0.04% of Smithbridge Asset Management's portfolio in Q3 2026, its #161 holding.
12 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.