Greystone Financial Group, LLC
Greystone Financial Group, LLC reported 74 positions worth $357.9M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: BSV (6.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BSV | SH | $21.5M | 6.00% | 275,668 | — | — | |
| ▸ 2 | VTIP | SH | $17.3M | 4.85% | 345,296 | — | — | |
| ▸ 3 | BIV | SH | $17.2M | 4.80% | 224,132 | — | — | |
| ▸ 4 | USHY | SH | $17.1M | 4.77% | 461,319 | — | — | |
| ▸ 5 | VWOB | SH | $13.1M | 3.66% | 194,585 | — | — | |
| ▸ 6 | AVGO | SH | $13.0M | 3.62% | 34,297 | — | — | |
| ▸ 7 | AAPL | SH | $10.9M | 3.05% | 37,764 | — | — | |
| ▸ 8 | JPM | SH | $9.7M | 2.70% | 29,508 | — | — | |
| ▸ 9 | AMGN | SH | $9.2M | 2.58% | 25,542 | — | — | |
| ▸ 10 | SPG | SH | $9.0M | 2.52% | 40,276 | — | — |
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Frequently Asked Questions
What stocks does Greystone Financial Group, LLC hold as of Q2 2026?
Greystone Financial Group, LLC reported 74 positions worth $357.9M in its Q2 2026 13F filing. Largest positions: BSV (6.0%), VTIP (4.8%), BIV (4.8%), USHY (4.8%) and VWOB (3.7%).
What did Greystone Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Greystone Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.