Helen Stephens Group’s Grifois GRFS Stock Holding History

Helen Stephens Group’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 Q3	$632K	Hold	86,466	–	–	0.1%	79
2026 Q2	$612K	Hold	86,466	–	–	0.1%	82
2026 Q1	$693K	Hold	86,466	–	–	0.14%	67
2025 Q4	$808K	Hold	86,466	–	–	0.17%	55
2025 Q3	$861K	Hold	86,466	–	–	0.19%	51
2025 Q2	$782K	Hold	86,466	–	–	0.19%	46
2025 Q1	$615K	Hold	86,466	–	–	0.17%	51
2024 Q4	$643K	Hold	86,466	–	–	0.19%	50
2024 Q3	$768K	Hold	86,466	–	–	0.23%	51
2024 Q2	$545K	Buy	86,466 +51,301	+146%	+$356K	0.19%	53
2024 Q1	$235K	Hold	35,165	–	–	0.09%	70
2023 Q4	$407K	Hold	35,165	–	–	0.18%	50
2023 Q3	$321K	Hold	35,165	–	–	0.17%	52
2023 Q2	$322K	Hold	35,165	–	–	0.16%	52
2023 Q1	$259K	Hold	35,165	–	–	0.13%	61
2022 Q4	$299K	Hold	35,165	–	–	0.18%	60
2022 Q3	$217K	Hold	35,165	–	–	0.15%	56
2022 Q2	$418K	Buy	35,165 +16,974	+93%	+$203K	0.3%	41
2022 Q1	$212K	Hold	18,191	–	–	0.15%	56
2021 Q4	$204K	Buy	+18,191	New	+$223K	0.16%	54

Other funds holding GRFS

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Helen Stephens Group's GRFS Position: Q3 2026 in Review

Helen Stephens Group held its Grifois (GRFS) position steady in Q3 2026 at 86,466 shares worth $632K. The position accounts for 0.1% of the portfolio, ranked #79.

Helen Stephens Group first reported a position in GRFS in Q4 2021 and has held it in 20 quarters since. The position peaked at $861K in Q3 2025. 42 funds tracked by Wall St. Rank hold GRFS as of Q3 2026.

Helen Stephens Group held 86,466 shares of Grifois worth $632K as of Q3 2026.
Helen Stephens Group left its Grifois share count unchanged in Q3 2026.
Grifois made up 0.1% of Helen Stephens Group's portfolio in Q3 2026, its #79 holding.
Helen Stephens Group first reported a position in Grifois in Q4 2021 and has held it in 20 quarters since.
Helen Stephens Group's Grifois position peaked at $861K in Q3 2025.
42 funds tracked by Wall St. Rank held Grifois as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.