PWPS
GRFS

Pinnacle Wealth Planning Services’s Grifois GRFS Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$19.4K Buy
2,422
+58
+2% +$511 ﹤0.01% 1710
2025
Q4 		$22.1K Buy
+2,364
New +$21.5K ﹤0.01% 1668
2021
Q1 		– Sell
-1,225
Closed -$23K – 1006
2020
Q4 		$23K Buy
+1,225
New +$22.7K 0.01% 1099

Other funds holding GRFS

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's GRFS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Grifois (GRFS) stake by 2.5% in Q1 2026, buying an estimated $511 and bringing the position to 2,422 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Pinnacle Wealth Planning Services first reported a position in GRFS in Q4 2020 and has held it in 3 quarters since. The position peaked at $23K in Q4 2020. 184 funds tracked by Wall St. Rank hold GRFS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,422 shares of Grifois worth $19.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 58 Grifois shares in Q1 2026, an estimated $511.
  • Grifois made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1710 holding.
  • Pinnacle Wealth Planning Services first reported a position in Grifois in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Grifois position peaked at $23K in Q4 2020.
  • 184 funds tracked by Wall St. Rank held Grifois as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.