How many shares of STEW does Steward Partners Investment Advisory, LLC own?

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 11,164 shares of STEW (SRH TOTAL RETURN FUND INC).

What is Steward Partners Investment Advisory, LLC's STEW position worth?

As of 2026-Q2, Steward Partners Investment Advisory, LLC's STEW position is worth $199,836.

When did Steward Partners Investment Advisory, LLC first buy STEW?

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in STEW in 2019-Q2. They have held the position across 29 quarters.

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Steward Partners Investment Advisory, LLC

STEW
29 quarters

Position history for Steward Partners Investment Advisory, LLC's holdings in SRH TOTAL RETURN FUND INC

Current Value

$199,836

Current Shares

11,164

Total Value Change

+$164,836

Total Shares Change

+8,009

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	11,164	0.0%	$199,836	0.0%	$17.70	0
2026-Q1	Increased	11,164	+4.7%	$190,904	0.0%	$16.72	24
2025-Q4	Increased	10,664	+2.9%	$197,711	0.0%	$17.93	23
2025-Q3	Unchanged	10,364	0.0%	$188,210	0.0%	$17.40	0
2025-Q2	Increased	10,364	+37.3%	$183,236	0.0%	$16.78	30
2025-Q1	Decreased	7,550	-33.7%	$130,238	0.0%	$16.21	0
2024-Q4	Increased	11,392	+207.9%	$182,500	0.0%	$14.91	37
2024-Q3	Unchanged	3,700	0.0%	$58,460	0.0%	$14.58	0
2024-Q2	Increased	3,700	+19.4%	$53,835	0.0%	$13.30	24
2024-Q1	Unchanged	3,100	0.0%	$46,686	0.0%	$13.63	0
2023-Q4	Unchanged	3,100	0.0%	$42,997	0.0%	$12.43	0
2023-Q3	Unchanged	3,100	0.0%	$40,238	0.0%	$11.52	0
2023-Q2	Unchanged	3,100	0.0%	$41,168	0.0%	$11.68	0
2023-Q1	Decreased	3,100	-38.6%	$38,068	0.0%	$10.69	0
2022-Q4	Increased	5,047	+0.4%	$64,091	0.0%	$10.95	21
2022-Q3	Increased	5,028	+0.4%	$55,000	0.0%	$9.28	21
2022-Q2	Increased	5,010	+19.5%	$60,000	0.0%	$10.10	25
2022-Q1	Increased	4,193	+0.4%	$62,000	0.0%	$12.43	21
2021-Q4	Increased	4,177	+0.3%	$59,000	0.0%	$11.81	21
2021-Q3	Increased	4,163	+0.3%	$55,000	0.0%	$10.81	21
2021-Q2	Decreased	4,149	-49.8%	$56,000	0.0%	$11.08	0
2021-Q1	Increased	8,270	+54.4%	$52.1M	0.0%	$10.22	41
2020-Q4	Increased	5,355	+10.7%	$60,000	0.0%	$8.97	23
2020-Q3	Increased	4,836	+10.5%	$48,000	0.0%	$7.97	23
2020-Q2	Increased	4,377	+0.4%	$41,000	0.0%	$7.43	20
2020-Q1	Increased	4,358	+4.1%	$40,000	0.0%	$7.18	21
2019-Q4	Increased	4,187	+32.0%	$49,000	0.0%	$9.12	26
2019-Q3	Increased	3,171	+0.5%	$35,000	0.0%	$8.58	20
2019-Q2	New	3,155	-	$35,000	0.0%	$8.53	27

Other major holders of STEW: MORGAN STANLEY

STEW29 quarters

STEW
29 quarters