SRH Total Return Fund, Inc. — Institutional Ownership
Which tracked institutions hold STEW, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
7
Funds holding
$51384777
Total value held
Buying
4 added/new · 3 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $37049733 | 2166650 | -196009 | -8.30% |
| 2 | Bank Of America Corp /De/ | $4768623 | 278867 | +1320 | +0.48% |
| 3 | Raymond James Financial Inc | $3806787 | 222619 | +4234 | +1.94% |
| 4 | Royal Bank Of Canada | $2910000 | 170172 | — | NEW BUY |
| 5 | Wells Fargo & Company/Mn | $2819555 | 152079 | -53470 | -26.01% |
| 6 | Fifth Third Bancorp | $26317 | 1539 | — | NEW BUY |
| 7 | Pnc Financial Services Group, Inc. | $3762 | 220 | -4554 | -95.39% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.