Greystone Financial Group, LLC
All 13F Filings
- Location
- Bloomfield Hills, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 353,343
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 78 | 353,343 | 13F-HR | Greystone Financial Group, LLC |
| Q4 2025 | 1/27/2026 | 97 | 640,718 | 13F-HR | Greystone Financial Group, LLC |
| Q3 2025 | 10/22/2025 | 100 | 645,413 | 13F-HR | Greystone Financial Group, LLC |
| Q2 2025 | 8/7/2025 | 94 | 607,176 | 13F-HR | Greystone Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 244.6 K | 69.2% | 0 | 288.2 K | -288.2 K |
| ETFs | 69.29 K | 19.6% | 27.39 K | 0 | 27.39 K |
| Debt | 39.5 K | 11.2% | 0 | 26.6 K | -26.6 K |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
353,343
Holdings
78
QoQ value change ($000)
-287,375
(-44.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.