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Larson Financial Group’s Greystone Housing Impact Investors LP GHI Stock Holding History

Larson Financial Group’s Portfolio GHI Stock Details GHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Buy
+47,128
New +$249K 0.01% 728
2026
Q1 		– Sell
-44,565
Closed -$307K – 3707
2025
Q4 		$307K Buy
44,565
+1,549
+4% +$12.1K 0.01% 600
2025
Q3 		$443K Buy
43,016
+1,226
+3% +$13.4K 0.02% 498
2025
Q2 		$473K Buy
+41,790
New +$489K 0.02% 445

Other funds holding GHI

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Larson Financial Group's GHI Position: Q2 2026 in Review

Larson Financial Group opened a new position in Greystone Housing Impact Investors LP (GHI) in Q2 2026: 47,128 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in GHI as recently as Q4 2025.

Larson Financial Group first reported a position in GHI in Q2 2025 and has held it in 4 quarters since. The position peaked at $473K in Q2 2025. 37 funds tracked by Wall St. Rank hold GHI as of Q2 2026.

  • Larson Financial Group held 47,128 shares of Greystone Housing Impact Investors LP worth $273K as of Q2 2026.
  • Greystone Housing Impact Investors LP was a new Larson Financial Group position in Q2 2026.
  • Greystone Housing Impact Investors LP made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #728 holding.
  • Larson Financial Group first reported a position in Greystone Housing Impact Investors LP in Q2 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Greystone Housing Impact Investors LP position peaked at $473K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.