SFA
GRFS

Sequoia Financial Advisors’s Grifois GRFS Stock Holding History

Sequoia Financial Advisors’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 		$319K Buy
39,742
+8,323
+26% +$73.4K ﹤0.01% 1538
2025
Q4 		$294K Buy
31,419
+1,016
+3% +$9.24K ﹤0.01% 1575
2025
Q3 		$303K Buy
30,403
+4,112
+16% +$41.1K ﹤0.01% 1391
2025
Q2 		$238K Buy
26,291
+61
+0.2% +$477 ﹤0.01% 1391
2025
Q1 		$186K Buy
26,230
+3,399
+15% +$25.6K ﹤0.01% 1280
2024
Q4 		$170K Sell
22,831
-98
-0.4% -$818 ﹤0.01% 1247
2024
Q3 		$204K Buy
22,929
+520
+2% +$4.23K ﹤0.01% 1161
2024
Q2 		$141K Sell
22,409
-163
-0.7% -$1.13K ﹤0.01% 1137
2024
Q1 		$151K Sell
22,572
-523
-2% -$4.08K ﹤0.01% 1086
2023
Q4 		$267K Sell
23,095
-308
-1% -$2.87K ﹤0.01% 978
2023
Q3 		$214K Buy
23,403
+379
+2% +$3.7K ﹤0.01% 834
2023
Q2 		$211K Buy
23,024
+1,670
+8% +$13.8K ﹤0.01% 850
2023
Q1 		$157K Sell
21,354
-416
-2% -$3.61K ﹤0.01% 783
2022
Q4 		$185K Buy
+21,770
New +$158K ﹤0.01% 741

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 $134B 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 $564B AUM 30.12% 1-Year Est. Return
AC
Armistice Capital New York $3.03B AUM 36.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return