BFSG LLC’s GRAIL Inc GRAL Stock Holding History

BFSG LLC’s Portfolio GRAL Stock Details GRAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3	Closed	-$156	–	807
2026 Q1	$156	Buy	+3	New	+$232	﹤0.01%	734

Other funds holding GRAL

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

BFSG LLC's GRAL Position: Q2 2026 in Review

BFSG LLC sold out of GRAIL Inc (GRAL) in Q2 2026, closing a stake of 3 shares — an estimated $156 sold.

BFSG LLC first reported a position in GRAL in Q1 2026 and held it in 1 quarter. The position peaked at $156 in Q1 2026. 37 funds tracked by Wall St. Rank hold GRAL as of Q2 2026.

BFSG LLC reported no remaining GRAIL Inc position as of Q2 2026 after selling out during the quarter.
BFSG LLC sold 3 GRAIL Inc shares in Q2 2026, an estimated $156.
BFSG LLC first reported a position in GRAIL Inc in Q1 2026 and held it in 1 quarter.
BFSG LLC's GRAIL Inc position peaked at $156 in Q1 2026.
37 funds tracked by Wall St. Rank held GRAIL Inc as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.