DWM
GRFS

Dynasty Wealth Management’s Grifois GRFS Stock Holding History

Dynasty Wealth Management’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 		$366K Sell
45,661
-1,086
-2% -$9.57K ﹤0.01% 267
2025
Q4 		$437K Buy
46,747
+305
+0.7% +$2.77K ﹤0.01% 250
2025
Q3 		$463K Buy
+46,442
New +$464K 0.01% 226

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

Dynasty Wealth Management's GRFS Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Grifois (GRFS) stake by 2.3% in Q1 2026, selling an estimated $9.57K and leaving 45,661 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Dynasty Wealth Management first reported a position in GRFS in Q3 2025 and has held it in 3 quarters since. The position peaked at $463K in Q3 2025. 184 funds tracked by Wall St. Rank hold GRFS as of Q1 2026.

  • Dynasty Wealth Management held 45,661 shares of Grifois worth $366K as of Q1 2026.
  • Dynasty Wealth Management sold 1,086 Grifois shares in Q1 2026, an estimated $9.57K.
  • Grifois made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #267 holding.
  • Dynasty Wealth Management first reported a position in Grifois in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Grifois position peaked at $463K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Grifois as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.