B. Riley Wealth Advisors, Inc.
Position in STEW — SRH Total Return Fund, Inc.
CIK 1464811
MEMPHIS, TN
Position in STEW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,250,359
+$346,747 QoQ
Shares Held
405,048
+0.3% QoQ
Ownership
0.420%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#11
of 129 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STEW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. STEW ranks #1 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
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|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in STEW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,250,359 | 405,048 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,903,612 | 403,720 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,389,024 | 398,545 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,341,361 | 404,260 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,105,026 | 401,868 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $6,439,014 | 401,936 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $5,971,309 | 377,931 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $5,780,278 | 397,270 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $8,209,778 | 545,138 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $9,172,064 | 661,288 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $7,075,891 | 545,138 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $9,084,316 | 684,060 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,261,284 | 672,743 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $8,593,594 | 676,661 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $3,845,797 | 353,474 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $4,415,165 | 369,470 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $5,383,838 | 363,037 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $4,278,545 | 301,094 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $3,845,189 | 293,302 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $3,970,564 | 293,247 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $3,702,973 | 294,354 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $3,279,103 | 294,354 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $3,801,250 | 380,125 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $3,567,730 | 378,740 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $5,033,540 | 547,124 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||