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Congruence Capital’s Griffon GFF Stock Holding History

Congruence Capital’s Portfolio GFF Stock Details GFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Sell
168,334
-81,674
-33% -$7.12M 4.29% 9
2026
Q1 		$18.2M Buy
250,008
+87,279
+54% +$7.07M 6.09% 6
2025
Q4 		$12M Buy
+162,729
New +$12.1M 4.41% 10

Other funds holding GFF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Congruence Capital's GFF Position: Q2 2026 in Review

Congruence Capital reduced its Griffon (GFF) stake by 33% in Q2 2026, selling an estimated $7.12M and leaving 168,334 shares worth $16.4M. The position accounts for 4.29% of the portfolio, ranked #9.

Congruence Capital first reported a position in GFF in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.2M in Q1 2026. 346 funds tracked by Wall St. Rank hold GFF as of Q2 2026.

  • Congruence Capital held 168,334 shares of Griffon worth $16.4M as of Q2 2026.
  • Congruence Capital sold 81,674 Griffon shares in Q2 2026, an estimated $7.12M.
  • Griffon made up 4.29% of Congruence Capital's portfolio in Q2 2026, its #9 holding.
  • Congruence Capital first reported a position in Griffon in Q4 2025 and has held it in 3 quarters since.
  • Congruence Capital's Griffon position peaked at $18.2M in Q1 2026.
  • 346 funds tracked by Wall St. Rank held Griffon as of Q2 2026.

Based on Congruence Capital's 13F filing for Q2 2026, filed 13 Aug 2026.