SFMG Wealth Advisors’s Granite Ridge Resources GRNT Stock Holding History

SFMG Wealth Advisors’s Portfolio GRNT Stock Details GRNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Buy	337,730 +27,124	+9%	+$142K	0.09%	93
2026 Q1	$1.82M	Hold	310,606	–	–	0.12%	76
2025 Q4	$1.46M	Hold	310,606	–	–	0.1%	88
2025 Q3	$1.68M	Hold	310,606	–	–	0.12%	80
2025 Q2	$1.98M	Buy	310,606 +68,112	+28%	+$375K	0.15%	71
2025 Q1	$1.47M	Buy	242,494 +8,251	+4%	+$51.1K	0.12%	85
2024 Q4	$1.51M	Buy	234,243 +42,823	+22%	+$265K	0.12%	84
2024 Q3	$1.14M	Hold	191,420	–	–	0.09%	87
2024 Q2	$1.21M	Buy	191,420 +9,960	+5%	+$64.3K	0.11%	86
2024 Q1	$1.18M	Hold	181,460	–	–	0.1%	87
2023 Q4	$1.09M	Sell	181,460 -2,994	-2%	-$18.3K	0.1%	89
2023 Q3	$1.13M	Buy	184,454 +3,277	+2%	+$22.9K	0.12%	83
2023 Q2	$1.2M	Hold	181,177	–	–	0.12%	81
2023 Q1	$1.06M	Buy	+181,177	New	+$1.22M	0.11%	85

Other funds holding GRNT

GREM

Grey Rock Energy Management Dallas, Texas $244M AUM 30.77% 1-Year Est. Return

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

URS

Utah Retirement Systems Salt Lake City, Utah $10.5B AUM 42.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Georgetown University Washington, District of Columbia $244M AUM 25.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFMG Wealth Advisors's GRNT Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Granite Ridge Resources (GRNT) stake by 8.7% in Q2 2026, buying an estimated $142K and bringing the position to 337,730 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #93.

SFMG Wealth Advisors first reported a position in GRNT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.98M in Q2 2025. 172 funds tracked by Wall St. Rank hold GRNT as of Q2 2026.

SFMG Wealth Advisors held 337,730 shares of Granite Ridge Resources worth $1.49M as of Q2 2026.
SFMG Wealth Advisors bought 27,124 Granite Ridge Resources shares in Q2 2026, an estimated $142K.
Granite Ridge Resources made up 0.09% of SFMG Wealth Advisors's portfolio in Q2 2026, its #93 holding.
SFMG Wealth Advisors first reported a position in Granite Ridge Resources in Q1 2023 and has held it in 14 quarters since.
SFMG Wealth Advisors's Granite Ridge Resources position peaked at $1.98M in Q2 2025.
172 funds tracked by Wall St. Rank held Granite Ridge Resources as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.