WestHill Financial Advisors’s SRH Total Return Fund STEW Stock Holding History

WestHill Financial Advisors’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	$281K	Hold	16,168	–	–	0.05%	78
2026 Q2	$289K	Hold	16,168	–	–	0.05%	67
2026 Q1	$276K	Hold	16,168	–	–	0.05%	64
2025 Q4	$300K	Hold	16,168	–	–	0.06%	62
2025 Q3	$294K	Hold	16,168	–	–	0.06%	60
2025 Q2	$286K	Hold	16,168	–	–	0.06%	58
2025 Q1	$279K	Hold	16,168	–	–	0.06%	57
2024 Q4	$259K	Hold	16,168	–	–	0.06%	63
2024 Q3	$255K	Hold	16,168	–	–	0.06%	63
2024 Q2	$235K	Hold	16,168	–	–	0.06%	62
2024 Q1	$243K	Hold	16,168	–	–	0.06%	66
2023 Q4	$224K	Hold	16,168	–	–	0.06%	63
2023 Q3	$210K	Hold	16,168	–	–	0.06%	64
2023 Q2	$215K	Hold	16,168	–	–	0.06%	61
2023 Q1	$199K	Hold	16,168	–	–	0.06%	63
2022 Q4	$205K	Hold	16,168	–	–	0.07%	60
2022 Q3	$176K	Hold	16,168	–	–	0.06%	60
2022 Q2	$193K	Hold	16,168	–	–	0.06%	64
2022 Q1	$240K	Hold	16,168	–	–	0.07%	60
2021 Q4	$230K	Hold	16,168	–	–	0.07%	69
2021 Q3	$212K	Buy	+16,168	New	+$221K	0.07%	58
2021 Q1	$203K	Hold	16,168	–	–	0.07%	53
2020 Q4	$180K	Buy	+16,168	New	+$170K	0.07%	51

Other funds holding STEW

JWM

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

BRWA

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

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 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

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

WestHill Financial Advisors's STEW Position: Q3 2026 in Review

WestHill Financial Advisors held its SRH Total Return Fund (STEW) position steady in Q3 2026 at 16,168 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #78.

WestHill Financial Advisors first reported a position in STEW in Q4 2020 and has held it in 23 quarters since. The position peaked at $300K in Q4 2025. 10 funds tracked by Wall St. Rank hold STEW as of Q3 2026.

WestHill Financial Advisors held 16,168 shares of SRH Total Return Fund worth $281K as of Q3 2026.
WestHill Financial Advisors left its SRH Total Return Fund share count unchanged in Q3 2026.
SRH Total Return Fund made up 0.05% of WestHill Financial Advisors's portfolio in Q3 2026, its #78 holding.
WestHill Financial Advisors first reported a position in SRH Total Return Fund in Q4 2020 and has held it in 23 quarters since.
WestHill Financial Advisors's SRH Total Return Fund position peaked at $300K in Q4 2025.
10 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.