Atria Investments
GEF icon

Atria Investments’s Greif GEF Stock Holding History

Atria Investments’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$310K Buy
3,896
+396
+11% +$32.6K ﹤0.01% 1872
2026
Q2 		$261K Buy
+3,500
New +$235K ﹤0.01% 1935

Other funds holding GEF

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Atria Investments's GEF Position: Q3 2026 in Review

Atria Investments increased its Greif (GEF) stake by 11% in Q3 2026, buying an estimated $32.6K and bringing the position to 3,896 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Atria Investments first reported a position in GEF in Q2 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold GEF as of Q3 2026.

  • Atria Investments held 3,896 shares of Greif worth $310K as of Q3 2026.
  • Atria Investments bought 396 Greif shares in Q3 2026, an estimated $32.6K.
  • Greif made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #1872 holding.
  • Atria Investments first reported a position in Greif in Q2 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Greif as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.