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Greystone Financial Group’s Amazon AMZN Stock Holding History

Greystone Financial Group’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.08M Sell
25,506
-1,128
-4% -$283K 1.7% 29
2026
Q1 		$5.55M Sell
26,634
-10,118
-28% -$2.23M 1.57% 31
2025
Q4 		$8.48M Buy
36,752
+16,582
+82% +$3.79M 1.32% 32
2025
Q3 		$4.43M Sell
20,170
-209
-1% -$47.3K 0.69% 42
2025
Q2 		$4.47M Buy
20,379
+1,797
+10% +$356K 0.74% 40
2025
Q1 		$3.54M Buy
18,582
+4,061
+28% +$881K 0.64% 44
2024
Q4 		$3.19M Sell
14,521
-264
-2% -$54K 0.55% 45
2024
Q3 		$2.75M Buy
14,785
+2,034
+16% +$371K 0.49% 45
2024
Q2 		$2.46M Buy
12,751
+1,262
+11% +$232K 0.48% 47
2024
Q1 		$2.07M Buy
11,489
+316
+3% +$52.7K 0.41% 48
2023
Q4 		$1.7M Sell
11,173
-244
-2% -$34.2K 0.39% 50
2023
Q3 		$1.45M Sell
11,417
-1,209
-10% -$162K 0.36% 52
2023
Q2 		$1.65M Sell
12,626
-4,148
-25% -$474K 0.38% 52
2023
Q1 		$1.73M Buy
16,774
+5,309
+46% +$513K 0.44% 46
2022
Q4 		$963K Sell
11,465
-4,655
-29% -$460K 0.28% 47
2022
Q3 		$1.82M Buy
16,120
+3,217
+25% +$407K 0.62% 39
2022
Q2 		$1.37M Buy
12,903
+2,343
+22% +$293K 0.43% 45
2022
Q1 		$1.72M Buy
10,560
+7,340
+228% +$1.13M 0.43% 48
2021
Q4 		$537K Buy
+3,220
New +$551K 0.13% 82

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Greystone Financial Group's AMZN Position: Q2 2026 in Review

Greystone Financial Group reduced its Amazon (AMZN) stake by 4.2% in Q2 2026, selling an estimated $283K and leaving 25,506 shares worth $6.08M. The position accounts for 1.7% of the portfolio, ranked #29.

Greystone Financial Group first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.48M in Q4 2025. 3,003 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Greystone Financial Group held 25,506 shares of Amazon worth $6.08M as of Q2 2026.
  • Greystone Financial Group sold 1,128 Amazon shares in Q2 2026, an estimated $283K.
  • Amazon made up 1.7% of Greystone Financial Group's portfolio in Q2 2026, its #29 holding.
  • Greystone Financial Group first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Greystone Financial Group's Amazon position peaked at $8.48M in Q4 2025.
  • 3,003 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.