Creative Planning
GRFS

Creative Planning’s Grifois GRFS Stock Holding History

Creative Planning’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
2026
Q1 		$165K Sell
20,554
-127
-0.6% -$1.12K ﹤0.01% 3794
2025
Q4 		$193K Buy
20,681
+4,267
+26% +$38.8K ﹤0.01% 3564
2025
Q3 		$163K Buy
16,414
+2,141
+15% +$21.4K ﹤0.01% 3553
2025
Q2 		$129K Sell
14,273
-515
-3% -$4.02K ﹤0.01% 3375
2025
Q1 		$105K Buy
14,788
+397
+3% +$3K ﹤0.01% 3249
2024
Q4 		$107K Sell
14,391
-2,928
-17% -$24.4K ﹤0.01% 3146
2024
Q3 		$154K Buy
17,319
+3,614
+26% +$29.4K ﹤0.01% 2924
2024
Q2 		$86.4K Sell
13,705
-1,103
-7% -$7.67K ﹤0.01% 2870
2024
Q1 		$98.9K Sell
14,808
-2,428
-14% -$19K ﹤0.01% 2712
2023
Q4 		$199K Sell
17,236
-2,873
-14% -$26.8K ﹤0.01% 2438
2023
Q3 		$184K Buy
20,109
+615
+3% +$6.01K ﹤0.01% 2261
2023
Q2 		$179K Buy
19,494
+6,123
+46% +$50.5K ﹤0.01% 2240
2023
Q1 		$98.5K Buy
13,371
+1,284
+11% +$11.1K ﹤0.01% 2262
2022
Q4 		$103K Sell
12,087
-585
-5% -$4.26K ﹤0.01% 2141
2022
Q3 		$78K Buy
12,672
+1,719
+16% +$15.3K ﹤0.01% 2068
2022
Q2 		$130K Buy
10,953
+286
+3% +$3.41K ﹤0.01% 1942
2022
Q1 		$125K Buy
10,667
+398
+4% +$4.58K ﹤0.01% 1965
2021
Q4 		$115K Sell
10,269
-6,121
-37% -$75.1K ﹤0.01% 1941
2021
Q3 		$239K Sell
16,390
-27,160
-62% -$411K ﹤0.01% 1738
2021
Q2 		$756K Sell
43,550
-55,528
-56% -$995K ﹤0.01% 1062
2021
Q1 		$1.71M Sell
99,078
-88,312
-47% -$1.53M ﹤0.01% 790
2020
Q4 		$3.46M Buy
+187,390
New +$3.47M 0.01% 471
2017
Q3 		– Sell
-1,022
Closed -$22K – 2638
2017
Q2 		$22K Sell
1,022
-1,277
-56% -$26.8K ﹤0.01% 3118
2017
Q1 		$43K Buy
2,299
+1,043
+83% +$18.1K ﹤0.01% 2590
2016
Q4 		$20K Buy
1,256
+80
+7% +$1.23K ﹤0.01% 3085
2016
Q3 		$19K Buy
1,176
+892
+314% +$14.7K ﹤0.01% 3089
2016
Q2 		$5K Buy
284
+66
+30% +$1.04K ﹤0.01% 3643
2016
Q1 		$3K Sell
218
-100
-31% -$1.51K ﹤0.01% 3801
2015
Q4 		$5K Buy
318
+200
+169% +$3.38K ﹤0.01% 3669
2015
Q3 		$2K Buy
+118
New +$1.87K ﹤0.01% 3937
2015
Q2 		– Sell
-318
Closed -$5K – 1853
2015
Q1 		$5K Hold
318
– – ﹤0.01% 3527
2014
Q4 		$5K Sell
318
-964
-75% -$16.6K ﹤0.01% 3488
2014
Q3 		$23K Buy
1,282
+1,264
+7,022% +$24.5K ﹤0.01% 2450
2014
Q2 		$0 Sell
18
-280
-94% -$5.86K ﹤0.01% 3851
2014
Q1 		$6K Buy
298
+280
+1,556% +$5.58K ﹤0.01% 2995
2013
Q4 		$0 Hold
18
– – ﹤0.01% 3372
2013
Q3 		$0 Hold
18
– – ﹤0.01% 3264
2013
Q2 		$0 Buy
+18
New +$253 ﹤0.01% 3088

Other funds holding GRFS

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's GRFS Position: Q1 2026 in Review

Creative Planning reduced its Grifois (GRFS) stake by 0.61% in Q1 2026, selling an estimated $1.12K and leaving 20,554 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #3794.

Creative Planning first reported a position in GRFS in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.46M in Q4 2020. 184 funds tracked by Wall St. Rank hold GRFS as of Q1 2026.

  • Creative Planning held 20,554 shares of Grifois worth $165K as of Q1 2026.
  • Creative Planning sold 127 Grifois shares in Q1 2026, an estimated $1.12K.
  • Grifois made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3794 holding.
  • Creative Planning first reported a position in Grifois in Q2 2013 and has held it in 38 quarters since.
  • Creative Planning's Grifois position peaked at $3.46M in Q4 2020.
  • 184 funds tracked by Wall St. Rank held Grifois as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.