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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
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 $271M AUM 58.78% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $135M AUM
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
LI
Louisbourg Investments Dieppe, New Brunswick, Canada $529M AUM 28.26% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Beverly Hills Private Wealth's GFR Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Greenfire Resources (GFR) stake by 46% in Q1 2026, buying an estimated $673K and bringing the position to 373,322 shares worth $2.36M. The position accounts for 0.39% of the portfolio, ranked #68.

Beverly Hills Private Wealth first reported a position in GFR in Q1 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold GFR as of Q1 2026.

  • Beverly Hills Private Wealth held 373,322 shares of Greenfire Resources worth $2.36M as of Q1 2026.
  • Beverly Hills Private Wealth bought 116,923 Greenfire Resources shares in Q1 2026, an estimated $673K.
  • Greenfire Resources made up 0.39% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #68 holding.
  • Beverly Hills Private Wealth first reported a position in Greenfire Resources in Q1 2025 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held Greenfire Resources as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.