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 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 $324M AUM 3.45% 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 $9.78B AUM 28.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Georgetown University Washington, District of Columbia $221M AUM 18.62% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SFMG Wealth Advisors's GRNT Position: Q1 2026 in Review

SFMG Wealth Advisors held its Granite Ridge Resources (GRNT) position steady in Q1 2026 at 310,606 shares worth $1.82M. The position accounts for 0.12% of the portfolio, ranked #76.

SFMG Wealth Advisors first reported a position in GRNT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.98M in Q2 2025. 156 funds tracked by Wall St. Rank hold GRNT as of Q1 2026.

SFMG Wealth Advisors held 310,606 shares of Granite Ridge Resources worth $1.82M as of Q1 2026.
SFMG Wealth Advisors left its Granite Ridge Resources share count unchanged in Q1 2026.
Granite Ridge Resources made up 0.12% of SFMG Wealth Advisors's portfolio in Q1 2026, its #76 holding.
SFMG Wealth Advisors first reported a position in Granite Ridge Resources in Q1 2023 and has held it in 13 quarters since.
SFMG Wealth Advisors's Granite Ridge Resources position peaked at $1.98M in Q2 2025.
156 funds tracked by Wall St. Rank held Granite Ridge Resources as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.