Greystone Financial Group, LLC
All 13F Filings
- Location
- Bloomfield Hills, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 640,718
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 532.7 K | 83.1% | 0 | 2.912 K | -2.912 K |
| ETFs | 41.89 K | 6.5% | 0 | 2.031 K | -2.031 K |
| Debt | 66.1 K | 10.3% | 249 | 0 | 249 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
640,718
Holdings
97
QoQ value change ($000)
-4,695
(-0.7%)
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.