LPL Financial
GRFS icon

LPL Financial’s Grifois GRFS Stock Holding History

LPL Financial’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 		$2.01M Buy
274,938
+18,517
+7% +$141K ﹤0.01% 3805
2026
Q2 		$1.82M Buy
256,421
+29,790
+13% +$235K ﹤0.01% 3859
2026
Q1 		$1.82M Buy
226,631
+56,472
+33% +$498K ﹤0.01% 3612
2025
Q4 		$1.59M Sell
170,159
-53,432
-24% -$486K ﹤0.01% 3604
2025
Q3 		$2.23M Buy
223,591
+113,456
+103% +$1.13M ﹤0.01% 3216
2025
Q2 		$996K Buy
110,135
+13,955
+15% +$109K ﹤0.01% 3762
2025
Q1 		$684K Buy
96,180
+20,782
+28% +$157K ﹤0.01% 3871
2024
Q4 		$561K Buy
75,398
+15,067
+25% +$126K ﹤0.01% 4007
2024
Q3 		$536K Buy
60,331
+15,483
+35% +$126K ﹤0.01% 3937
2024
Q2 		$283K Buy
44,848
+3,202
+8% +$22.2K ﹤0.01% 4320
2024
Q1 		$278K Buy
+41,646
New +$325K ﹤0.01% 4258
2023
Q1 		– Sell
-29,406
Closed -$250K – 4526
2022
Q4 		$250K Buy
+29,406
New +$214K ﹤0.01% 3808
2022
Q3 		– Sell
-12,586
Closed -$150K – 4460
2022
Q2 		$150K Buy
+12,586
New +$150K ﹤0.01% 4026
2021
Q2 		– Sell
-17,045
Closed -$295K – 4258
2021
Q1 		$295K Buy
+17,045
New +$295K ﹤0.01% 3476
2016
Q4 		– Sell
-41,072
Closed -$643K – 2724
2016
Q3 		$643K Sell
41,072
-828
-2% -$13.6K 0.01% 1509
2016
Q2 		$693K Buy
+41,900
New +$659K 0.01% 1421
2015
Q4 		– Sell
-21,340
Closed -$338K – 3196
2015
Q3 		$338K Buy
+21,340
New +$339K ﹤0.01% 2107
2015
Q2 		– Sell
-50,086
Closed -$834K – 2900
2015
Q1 		$834K Buy
50,086
+742
+2% +$12.4K ﹤0.01% 1491
2014
Q4 		$839K Buy
49,344
+14,856
+43% +$256K ﹤0.01% 1434
2014
Q3 		$595K Buy
+34,488
New +$670K ﹤0.01% 1649
2014
Q1 		– Sell
-36,188
Closed -$654K – 2677
2013
Q4 		$654K Buy
+36,188
New +$580K ﹤0.01% 1541

Other funds holding GRFS

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.31% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

LPL Financial's GRFS Position: Q3 2026 in Review

LPL Financial increased its Grifois (GRFS) stake by 7.2% in Q3 2026, buying an estimated $141K and bringing the position to 274,938 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #3805.

LPL Financial first reported a position in GRFS in Q4 2013 and has held it in 21 quarters since. The position peaked at $2.23M in Q3 2025. 60 funds tracked by Wall St. Rank hold GRFS as of Q3 2026.

  • LPL Financial held 274,938 shares of Grifois worth $2.01M as of Q3 2026.
  • LPL Financial bought 18,517 Grifois shares in Q3 2026, an estimated $141K.
  • Grifois made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3805 holding.
  • LPL Financial first reported a position in Grifois in Q4 2013 and has held it in 21 quarters since.
  • LPL Financial's Grifois position peaked at $2.23M in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Grifois as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.