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Beverly Hills Private Wealth’s Grifois GRFS Stock Holding History

Beverly Hills Private Wealth’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
2025
Q4 		– Sell
-15,361
Closed -$153K – 348
2025
Q3 		$153K Buy
+15,361
New +$154K 0.03% 335

Other funds holding GRFS

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Beverly Hills Private Wealth's GRFS Position: Q4 2025 in Review

Beverly Hills Private Wealth sold out of Grifois (GRFS) in Q4 2025, closing a stake of 15,361 shares — an estimated $153K sold.

Beverly Hills Private Wealth first reported a position in GRFS in Q3 2025 and held it in 1 quarter. The position peaked at $153K in Q3 2025. 182 funds tracked by Wall St. Rank hold GRFS as of Q4 2025.

  • Beverly Hills Private Wealth reported no remaining Grifois position as of Q4 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 15,361 Grifois shares in Q4 2025, an estimated $153K.
  • Beverly Hills Private Wealth first reported a position in Grifois in Q3 2025 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Grifois position peaked at $153K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Grifois as of Q4 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.