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Independent Financial Group’s GRAIL Inc GRAL Stock Holding History

Independent Financial Group’s Portfolio GRAL Stock Details GRAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$318K Buy
+2,266
New +$180K 0.01% 1224

Other funds holding GRAL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Independent Financial Group's GRAL Position: Q3 2026 in Review

Independent Financial Group opened a new position in GRAIL Inc (GRAL) in Q3 2026: 2,266 shares worth $318K. The stake represents 0.01% of the portfolio and ranks #1224 among its holdings.

17 funds tracked by Wall St. Rank hold GRAL as of Q3 2026.

  • Independent Financial Group held 2,266 shares of GRAIL Inc worth $318K as of Q3 2026.
  • GRAIL Inc was a new Independent Financial Group position in Q3 2026.
  • GRAIL Inc made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1224 holding.
  • 17 funds tracked by Wall St. Rank held GRAIL Inc as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.