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Strategic Investment Solutions’s SRH Total Return Fund STEW Stock Holding History

Strategic Investment Solutions’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
Q1 		– Sell
-100
Closed -$1.85K – 702
2025
Q4 		$1.85K Hold
100
– – ﹤0.01% 544
2025
Q3 		$1.82K Hold
100
– – ﹤0.01% 517
2025
Q2 		$1.77K Buy
+100
New +$1.72K ﹤0.01% 508

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BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Strategic Investment Solutions's STEW Position: Q1 2026 in Review

Strategic Investment Solutions sold out of SRH Total Return Fund (STEW) in Q1 2026, closing a stake of 100 shares — an estimated $1.85K sold.

Strategic Investment Solutions first reported a position in STEW in Q2 2025 and held it in 3 quarters. The position peaked at $1.85K in Q4 2025. 126 funds tracked by Wall St. Rank hold STEW as of Q1 2026.

  • Strategic Investment Solutions reported no remaining SRH Total Return Fund position as of Q1 2026 after selling out during the quarter.
  • Strategic Investment Solutions sold 100 SRH Total Return Fund shares in Q1 2026, an estimated $1.85K.
  • Strategic Investment Solutions first reported a position in SRH Total Return Fund in Q2 2025 and held it in 3 quarters.
  • Strategic Investment Solutions's SRH Total Return Fund position peaked at $1.85K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q1 2026.

Based on Strategic Investment Solutions's 13F filing for Q1 2026, filed 1 May 2026.