EWA
GRFS

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
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 – 2450
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 $14.1B 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 $134B 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 $564B AUM 30.12% 1-Year Est. Return
AC
Armistice Capital New York $3.03B AUM 36.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return