JNBA Financial Advisors STEW Position History

SRH Total Return Fund, Inc. • Financial Services

Quarters held

Latest value

$17K

Q3 2026

Peak value

$17K

First seen

Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

Quarter	Value	Shares	% Portfolio	Change
Q3 2026	$17K	1.0K	—	—

Other funds holding STEW

MORGAN STANLEY

$37.7M

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

$37.1M

MORGAN STANLEY

$36M

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

$35.8M

MORGAN STANLEY

$35.7M

MORGAN STANLEY

$34.4M

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

$34.2M

JP Wealth Management, Inc.

$28.2M

Other JNBA Financial Advisors positions

ETHA

ISHARES TR

$249.6M

ETHA

ISHARES TR

$173.9M

ETHA

ISHARES TR

$157.9M

ETHA

ISHARES TR

$151.4M

STT-PG

SPDR INDEX SHS FDS

$123.2M

STT-PG

SPDR INDEX SHS FDS

$122.5M

STT-PG

SPDR INDEX SHS FDS

$114.4M

ETHA

ISHARES TR

$100.3M