Greystone Financial Group, LLC - Portfolio Stock Holdings
Greystone Financial Group, LLC disclosed 84 stock positions in a recent SEC 13F filing. $359,647,206 of stock holdings were filed, with the largest holdings including BSV, VTIP, and USHY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $494,923,468 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
84Est. Stock Holding Value:
$359,647,206Top Stock Holdings By Sector
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Portfolio Stock Holdings - Greystone Financial Group, LLC
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