Gryphon Financial Partners’s iShares S&P 100 ETF OEF Stock Holding History

Gryphon Financial Partners’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Buy	+562	New	+$201K	0.02%	376
2022 Q3	–	Sell	-659	Closed	-$114K	–	222
2022 Q2	$114K	Buy	+659	New	+$123K	0.03%	192
2020 Q1	–	Sell	-2,915	Closed	-$420K	–	170
2019 Q4	$420K	Hold	2,915	–	–	0.11%	104
2019 Q3	$383K	Hold	2,915	–	–	0.11%	99
2019 Q2	$378K	Hold	2,915	–	–	0.11%	97
2019 Q1	$365K	Sell	2,915 -8	-0.3%	-$963	0.11%	92
2018 Q4	$326K	Buy	2,923 +1	+0%	+$120	0.08%	148
2018 Q3	$379K	Sell	2,922 -52	-2%	-$6.58K	0.11%	94
2018 Q2	$355K	Hold	2,974	–	–	0.16%	50
2018 Q1	$345K	Hold	2,974	–	–	0.18%	49
2017 Q4	$353K	Buy	+2,974	New	+$343K	0.2%	50

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gryphon Financial Partners's OEF Position: Q2 2026 in Review

Gryphon Financial Partners opened a new position in iShares S&P 100 ETF (OEF) in Q2 2026: 562 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #376 among its holdings. This is a return to the name: Gryphon Financial Partners previously reported a position in OEF as recently as Q2 2022.

Gryphon Financial Partners first reported a position in OEF in Q4 2017 and has held it in 11 quarters since. The position peaked at $420K in Q4 2019. 1,026 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Gryphon Financial Partners held 562 shares of iShares S&P 100 ETF worth $206K as of Q2 2026.
iShares S&P 100 ETF was a new Gryphon Financial Partners position in Q2 2026.
iShares S&P 100 ETF made up 0.02% of Gryphon Financial Partners's portfolio in Q2 2026, its #376 holding.
Gryphon Financial Partners first reported a position in iShares S&P 100 ETF in Q4 2017 and has held it in 11 quarters since.
Gryphon Financial Partners's iShares S&P 100 ETF position peaked at $420K in Q4 2019.
1,026 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.