SPIA
GRFS

Steward Partners Investment Advisory’s Grifois GRFS Stock Holding History

Steward Partners Investment 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
Q1 		$1.73K Hold
216
– – ﹤0.01% 4095
2025
Q4 		$2.02K Buy
216
+6
+3% +$55 ﹤0.01% 3960
2025
Q3 		$2.09K Hold
210
– – ﹤0.01% 3909
2025
Q2 		$1.9K Hold
210
– – ﹤0.01% 3747
2025
Q1 		$1.49K Buy
210
+117
+126% +$883 ﹤0.01% 3704
2024
Q4 		$692 Hold
93
– – ﹤0.01% 3810
2024
Q3 		$826 Buy
+93
New +$757 ﹤0.01% 3547
2020
Q3 		– Sell
-49
Closed -$1K – 2785
2020
Q2 		$1K Buy
+49
New +$972 ﹤0.01% 2570
2020
Q1 		– Sell
-2
Closed – – 2581
2019
Q4 		$0 Sell
2
-1
-33% -$22 ﹤0.01% 2648
2019
Q3 		$0 Hold
3
– – ﹤0.01% 2671
2019
Q2 		$0 Buy
+3
New +$57 ﹤0.01% 2640

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