SRH Total Return Fund, Inc. — Institutional Ownership
Which tracked institutions hold STEW, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
10
Funds holding
$55172240
Total value held
Buying
6 added/new · 3 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $37135913 | 2074631 | -92019 | -4.25% |
| 2 | Bank Of America Corp /De/ | $5123598 | 286235 | +7368 | +2.64% |
| 3 | Raymond James Financial Inc | $3658093 | 204363 | -18256 | -8.20% |
| 4 | Wells Fargo & Company/Mn | $3111955 | 173852 | +22101 | +14.56% |
| 5 | Royal Bank Of Canada | $2299000 | 128474 | -41698 | -24.50% |
| 6 | Southstate Bank Corp | $1790000 | 100000 | +100000 | NEW BUY |
| 7 | Ubs Group Ag | $1363425 | 76169 | +76169 | NEW BUY |
| 8 | Stifel Financial Corp | $650196 | 36324 | +36324 | NEW BUY |
| 9 | Fifth Third Bancorp | $36122 | 2018 | +479 | +31.12% |
| 10 | Pnc Financial Services Group, Inc. | $3938 | 220 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.