Principia Wealth Advisory’s Grifois GRFS Stock Holding History

Principia Wealth Advisory’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	–	Sell	-10	Closed	-$80	–	1077
2026 Q1	$80	Sell	10 -2	-17%	-$18	﹤0.01%	1025
2025 Q4	$112	Sell	12 -21	-64%	-$191	﹤0.01%	964
2025 Q3	$329	Buy	33 +13	+65%	+$130	﹤0.01%	845
2025 Q2	$181	Buy	+20	New	+$156	﹤0.01%	891

Other funds holding GRFS

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principia Wealth Advisory's GRFS Position: Q2 2026 in Review

Principia Wealth Advisory sold out of Grifois (GRFS) in Q2 2026, closing a stake of 10 shares — an estimated $80 sold.

Principia Wealth Advisory first reported a position in GRFS in Q2 2025 and held it in 4 quarters. The position peaked at $329 in Q3 2025. 164 funds tracked by Wall St. Rank hold GRFS as of Q2 2026.

Principia Wealth Advisory reported no remaining Grifois position as of Q2 2026 after selling out during the quarter.
Principia Wealth Advisory sold 10 Grifois shares in Q2 2026, an estimated $80.
Principia Wealth Advisory first reported a position in Grifois in Q2 2025 and held it in 4 quarters.
Principia Wealth Advisory's Grifois position peaked at $329 in Q3 2025.
164 funds tracked by Wall St. Rank held Grifois as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.