Stock Ownership/STEW

SRH TOTAL RETURN FUND INC (STEW): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in STEW · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
3
13F filers
Aggregate Value
$5.1M
Across holders
Last Price
$18.45
2026-08-24
Sector
Financials
GICS
Quarterly fund activity1 increased1 reduced1 exited
Full exits: CITADEL ADVISORS LLC
Institutional Holders of STEW
↗
3 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund156K$2.8M55.0%0.0%Added+$2.8MQ2 2026
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 0001426196
Hedge Fund112K$2.0M39.5%0.0%Unchanged+$0Q2 2026
Ancora Advisors, LLC
CIK 0001446114
Hedge Fund15K$277K5.5%0.0%Reduced$-54KQ2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$2.8M· 55.0% of total· 0.0% port· 156K sh· +$2.8M QoQ· Q2 2026
CAPSTONE INVESTMENT ADVISORS, LLCUnchanged
Hedge Fund
$2.0M· 39.5% of total· 0.0% port· 112K sh· +$0 QoQ· Q2 2026
Ancora Advisors, LLCReduced
Hedge Fund
$277K· 5.5% of total· 0.0% port· 15K sh· $-54K QoQ· Q2 2026
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