Beverly Hills Private Wealth’s Greenfire Resources GFR Stock Holding History

Beverly Hills Private Wealth’s Portfolio GFR Stock Details GFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.35M	Buy	415,924 +42,602	+11%	+$253K	0.45%	63
2026 Q1	$2.36M	Buy	373,322 +116,923	+46%	+$673K	0.39%	68
2025 Q4	$1.22M	Buy	256,399 +177,068	+223%	+$841K	0.21%	116
2025 Q3	$367K	Sell	79,331 -571	-0.7%	-$2.67K	0.06%	229
2025 Q2	$356K	Buy	79,902 +43,025	+117%	+$202K	0.07%	228
2025 Q1	$216K	Buy	+36,877	New	+$228K	0.04%	324

Other funds holding GFR

MCM

Moerus Capital Management New York $224M AUM 42.2% 1-Year Est. Return

Wexford Capital West Palm Beach, Florida $782M AUM 62.56% 1-Year Est. Return

Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return

SCM

Saber Capital Management Fuquay Varina, North Carolina $147M AUM

Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PIC

PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return

Beverly Hills Private Wealth's GFR Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Greenfire Resources (GFR) stake by 11% in Q2 2026, buying an estimated $253K and bringing the position to 415,924 shares worth $2.35M. The position accounts for 0.45% of the portfolio, ranked #63.

Beverly Hills Private Wealth first reported a position in GFR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.36M in Q1 2026. 54 funds tracked by Wall St. Rank hold GFR as of Q2 2026.

Beverly Hills Private Wealth held 415,924 shares of Greenfire Resources worth $2.35M as of Q2 2026.
Beverly Hills Private Wealth bought 42,602 Greenfire Resources shares in Q2 2026, an estimated $253K.
Greenfire Resources made up 0.45% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #63 holding.
Beverly Hills Private Wealth first reported a position in Greenfire Resources in Q1 2025 and has held it in 6 quarters since.
Beverly Hills Private Wealth's Greenfire Resources position peaked at $2.36M in Q1 2026.
54 funds tracked by Wall St. Rank held Greenfire Resources as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.