SageView Advisory Group’s Grifois GRFS Stock Holding History

SageView Advisory Group’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	–	Sell	-77	Closed	-$720	–	1326
2025 Q4	$720	Buy	+77	New	+$700	﹤0.01%	2407

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SageView Advisory Group's GRFS Position: Q1 2026 in Review

SageView Advisory Group sold out of Grifois (GRFS) in Q1 2026, closing a stake of 77 shares — an estimated $720 sold.

SageView Advisory Group first reported a position in GRFS in Q4 2025 and held it in 1 quarter. The position peaked at $720 in Q4 2025. 186 funds tracked by Wall St. Rank hold GRFS as of Q1 2026.

SageView Advisory Group reported no remaining Grifois position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 77 Grifois shares in Q1 2026, an estimated $720.
SageView Advisory Group first reported a position in Grifois in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Grifois position peaked at $720 in Q4 2025.
186 funds tracked by Wall St. Rank held Grifois as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.