BRWA
GRFS

B. Riley Wealth Advisors’s Grifois GRFS Stock Holding History

B. Riley Wealth Advisors’s Portfolio GRFS Stock Details GRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$349K Sell
47,601
-680
-1% -$5.37K 0.02% 575
2026
Q1 		$365K Sell
48,281
-660
-1% -$5.82K 0.02% 523
2025
Q4 		$458K Sell
48,941
-145
-0.3% -$1.32K 0.02% 560
2025
Q3 		$489K Buy
49,086
+616
+1% +$6.16K 0.02% 540
2025
Q2 		$438K Buy
+48,470
New +$379K 0.02% 572
2024
Q4 		$324K Sell
43,548
-470
-1% -$3.92K 0.01% 841
2024
Q3 		$392K Sell
44,018
-12,932
-23% -$105K 0.01% 841
2024
Q2 		$359K Buy
+56,950
New +$396K 0.01% 946
2015
Q1 		– Sell
-26
Closed – – 1145
2014
Q4 		$0 Buy
+26
New +$447 ﹤0.01% 3704
2014
Q3 		– Sell
-4,858
Closed -$107K – 1154
2014
Q2 		$107K Buy
+4,858
New +$102K 0.03% 687

Other funds holding GRFS

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

B. Riley Wealth Advisors's GRFS Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Grifois (GRFS) stake by 1.4% in Q2 2026, selling an estimated $5.37K and leaving 47,601 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #575.

B. Riley Wealth Advisors first reported a position in GRFS in Q2 2014 and has held it in 10 quarters since. The position peaked at $489K in Q3 2025. 11 funds tracked by Wall St. Rank hold GRFS as of Q2 2026.

  • B. Riley Wealth Advisors held 47,601 shares of Grifois worth $349K as of Q2 2026.
  • B. Riley Wealth Advisors sold 680 Grifois shares in Q2 2026, an estimated $5.37K.
  • Grifois made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #575 holding.
  • B. Riley Wealth Advisors first reported a position in Grifois in Q2 2014 and has held it in 10 quarters since.
  • B. Riley Wealth Advisors's Grifois position peaked at $489K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Grifois as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.