RAFFA WEALTH MANAGEMENT, LLC’s Grifois GRFS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	–	Sell	-36	Closed	-$289	–	1633
2026 Q1	$289	Hold	36	–	–	﹤0.01%	1126
2025 Q4	$337	Hold	36	–	–	﹤0.01%	1105
2025 Q3	$359	Hold	36	–	–	﹤0.01%	1111
2025 Q2	$325	Hold	36	–	–	﹤0.01%	1043
2025 Q1	$256	Hold	36	–	–	﹤0.01%	1030
2024 Q4	$268	Hold	36	–	–	﹤0.01%	1066
2024 Q3	$320	Hold	36	–	–	﹤0.01%	1030
2024 Q2	$227	Hold	36	–	–	﹤0.01%	1114
2024 Q1	$240	Hold	36	–	–	﹤0.01%	1096
2023 Q4	$416	Hold	36	–	–	﹤0.01%	993
2023 Q3	$329	Hold	36	–	–	﹤0.01%	999
2023 Q2	$330	Hold	36	–	–	﹤0.01%	1005
2023 Q1	$265	Hold	36	–	–	﹤0.01%	1025
2022 Q4	$306	Hold	36	–	–	﹤0.01%	1002
2022 Q3	$222	Hold	36	–	–	﹤0.01%	1125
2022 Q2	$428	Hold	36	–	–	﹤0.01%	1048
2022 Q1	$420	Hold	36	–	–	﹤0.01%	1066
2021 Q4	$404	Hold	36	–	–	﹤0.01%	1081
2021 Q3	$526	Hold	36	–	–	﹤0.01%	1038
2021 Q2	$625	Buy	36 +4	+13%	+$72	﹤0.01%	1003
2021 Q1	$553	Buy	+32	New	+$553	﹤0.01%	1030
2017 Q1	–	Sell	-24	Closed	-$386	–	565
2016 Q4	$386	Hold	24	–	–	﹤0.01%	834
2016 Q3	$383	Hold	24	–	–	﹤0.01%	805
2016 Q2	$400	Hold	24	–	–	﹤0.01%	761
2016 Q1	$371	Hold	24	–	–	﹤0.01%	774
2015 Q4	$389	Hold	24	–	–	﹤0.01%	769
2015 Q3	$365	Hold	24	–	–	﹤0.01%	767
2015 Q2	$372	Hold	24	–	–	﹤0.01%	791
2015 Q1	$394	Hold	24	–	–	﹤0.01%	783
2014 Q4	$408	Hold	24	–	–	﹤0.01%	727
2014 Q3	$422	Buy	+24	New	+$466	﹤0.01%	733
2014 Q1	–	Sell	-24	Closed	-$408	–	454
2013 Q4	$408	Buy	+24	New	+$385	﹤0.01%	727

Other funds holding GRFS

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's GRFS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Grifois (GRFS) in Q2 2026, closing a stake of 36 shares — an estimated $289 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in GRFS in Q4 2013 and held it in 32 quarters. The position peaked at $625 in Q2 2021. 31 funds tracked by Wall St. Rank hold GRFS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Grifois position as of Q2 2026 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 36 Grifois shares in Q2 2026, an estimated $289.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Grifois in Q4 2013 and held it in 32 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Grifois position peaked at $625 in Q2 2021.
31 funds tracked by Wall St. Rank held Grifois as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.