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EverSource Wealth Advisors’s Grifois GRFS Stock Holding History

EverSource Wealth Advisors’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
Q2 		$53.7K Sell
7,580
-7,105
-48% -$56.1K ﹤0.01% 1739
2026
Q1 		$118K Buy
14,685
+6,127
+72% +$54K ﹤0.01% 1340
2025
Q4 		$80K Sell
8,558
-226
-3% -$2.06K ﹤0.01% 1439
2025
Q3 		$87.5K Buy
8,784
+565
+7% +$5.65K ﹤0.01% 1359
2025
Q2 		$74.3K Buy
8,219
+4,604
+127% +$36K ﹤0.01% 1368
2025
Q1 		$25.7K Buy
3,615
+503
+16% +$3.79K ﹤0.01% 1560
2024
Q4 		$23.2K Buy
3,112
+682
+28% +$5.7K ﹤0.01% 1541
2024
Q3 		$21.6K Buy
2,430
+254
+12% +$2.07K ﹤0.01% 1450
2024
Q2 		$16.3K Buy
2,176
+437
+25% +$3.04K ﹤0.01% 1605
2024
Q1 		$11.2K Buy
+1,739
New +$13.6K ﹤0.01% 1632
2023
Q1 		– Sell
-617
Closed -$5.25K – 2446
2022
Q4 		$5.25K Buy
617
+249
+68% +$1.81K ﹤0.01% 1581
2022
Q3 		$2K Sell
368
-496
-57% -$4.41K ﹤0.01% 1669
2022
Q2 		$10K Sell
864
-58
-6% -$692 ﹤0.01% 1030
2022
Q1 		$11K Hold
922
– – ﹤0.01% 932
2021
Q4 		$10K Buy
+922
New +$11.3K ﹤0.01% 960

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's GRFS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Grifois (GRFS) stake by 48% in Q2 2026, selling an estimated $56.1K and leaving 7,580 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

EverSource Wealth Advisors first reported a position in GRFS in Q4 2021 and has held it in 15 quarters since. The position peaked at $118K in Q1 2026. 164 funds tracked by Wall St. Rank hold GRFS as of Q2 2026.

  • EverSource Wealth Advisors held 7,580 shares of Grifois worth $53.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 7,105 Grifois shares in Q2 2026, an estimated $56.1K.
  • Grifois made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1739 holding.
  • EverSource Wealth Advisors first reported a position in Grifois in Q4 2021 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Grifois position peaked at $118K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Grifois as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.