Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
4,167,369
-
Share change
-
-10,184
-
Total reported value
-
$77,480,080
-
Price per share
-
$18.54
-
Number of holders
-
53
-
Value change
-
-$2,315,818
-
Number of buys
-
16
-
Number of sells
-
19
Institutional Holders of SRH Total Return Fund, Inc. - COM (STEW) as of Q4 2025
As of 31 Dec 2025,
SRH Total Return Fund, Inc. - COM (STEW) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,167,369 shares.
The largest 10 holders included
JP Wealth Management, Inc., Allspring Global Investments Holdings, LLC, FLAGSHIP HARBOR ADVISORS, LLC, SRH ADVISORS, LLC, Matisse Capital, Kingdom Financial Group LLC., Cambridge Investment Research Advisors, Inc., HighTower Advisors, LLC, Shaker Financial Services, LLC, and PARK AVENUE SECURITIES LLC.
This page lists
53
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.