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
Q2 		$6.32K Sell
893
-1,529
-63% -$12.1K ﹤0.01% 2239
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 $14.3B AUM 23.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's GRFS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Grifois (GRFS) stake by 63% in Q2 2026, selling an estimated $12.1K and leaving 893 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

Pinnacle Wealth Planning Services first reported a position in GRFS in Q4 2020 and has held it in 4 quarters since. The position peaked at $23K in Q4 2020. 165 funds tracked by Wall St. Rank hold GRFS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 893 shares of Grifois worth $6.32K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,529 Grifois shares in Q2 2026, an estimated $12.1K.
  • Grifois made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2239 holding.
  • Pinnacle Wealth Planning Services first reported a position in Grifois in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Grifois position peaked at $23K in Q4 2020.
  • 165 funds tracked by Wall St. Rank held Grifois as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.