B. Riley Wealth Advisors
GRFS icon

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
Q3 		$341K Sell
46,675
-926
-2% -$7.07K 0.01% 693
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
+1,270
+3% +$9.9K 0.02% 572
2025
Q1 		$336K Buy
47,200
+3,652
+8% +$27.6K 0.01% 919
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

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

B. Riley Wealth Advisors's GRFS Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its Grifois (GRFS) stake by 1.9% in Q3 2026, selling an estimated $7.07K and leaving 46,675 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #693.

B. Riley Wealth Advisors first reported a position in GRFS in Q2 2014 and has held it in 12 quarters since. The position peaked at $489K in Q3 2025. 42 funds tracked by Wall St. Rank hold GRFS as of Q3 2026.

  • B. Riley Wealth Advisors held 46,675 shares of Grifois worth $341K as of Q3 2026.
  • B. Riley Wealth Advisors sold 926 Grifois shares in Q3 2026, an estimated $7.07K.
  • Grifois made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #693 holding.
  • B. Riley Wealth Advisors first reported a position in Grifois in Q2 2014 and has held it in 12 quarters since.
  • B. Riley Wealth Advisors's Grifois position peaked at $489K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Grifois as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.