Greystone Financial Group, LLC
All 13F Filings
- Location
- Bloomfield Hills, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 357,857
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 74 | 357,857 | 13F-HR | Greystone Financial Group, LLC |
| 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 | 248 K | 69.3% | 3.463 K | 0 | 3.463 K |
| ETFs | 88.36 K | 24.7% | 19.07 K | 0 | 19.07 K |
| Debt | 21.48 K | 6.0% | 0 | 18.02 K | -18.02 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
357,857
Holdings
74
QoQ value change ($000)
4,514
(1.3%)
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.