STEW

Srh Total Return Fund Inc

Latest period2026 - Q2Total superinvestors6

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 6 superinvestors own shares of Srh Total Return Fund Inc (STEW), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Srh Total Return Fund Inc (STEW), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Srh Total Return Fund Inc (STEW) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Srh Total Return Fund Inc (STEW) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Jessica Collins@Jp Wealth Management, Inc.
Recent Activity
Increased 1.15%
17.73%
$28.164M
1.573M shares@ 17.91 avg price
Daniel Ortega@B. Riley Wealth Advisors, Inc.
Recent Activity
Increased 0.33%
0.39%
$7.222M
405,048 shares@ 17.84 avg price
Jon Stolper@Stolper Co
Recent Activity
0.09%
$315,000
17,596 shares@ 17.91 avg price
Joseph Perfilio@Integrated Capital Management, Inc.
Recent Activity
Decreased -11.08%
0.19%
$265,948
14,857 shares@ 17.91 avg price
Dave Reichert@Decision Investments, Inc
Recent Activity
Decreased -1.43%
0.19%
$208,374
11,641 shares@ 17.91 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Increased 4.3%
0.02%
$43,905
2,452 shares@ 17.91 avg price

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