AAS
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Avantax Advisory Services’s Greif GEF Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$333K Buy
5,124
+779
+18% +$44.3K ﹤0.01% 1832
2025
Q1 		$239K Sell
4,345
-398
-8% -$23.5K ﹤0.01% 1988
2024
Q4 		$290K Sell
4,743
-117
-2% -$7.64K ﹤0.01% 1801
2024
Q3 		$305K Buy
4,860
+4
+0.1% +$245 ﹤0.01% 1736
2024
Q2 		$279K Buy
4,856
+1,471
+43% +$92.9K ﹤0.01% 1740
2024
Q1 		$234K Sell
3,385
-707
-17% -$45.1K ﹤0.01% 1453
2023
Q4 		$268K Sell
4,092
-353
-8% -$23.3K ﹤0.01% 1299
2023
Q3 		$297K Buy
4,445
+174
+4% +$12.3K ﹤0.01% 1203
2023
Q2 		$294K Buy
+4,271
New +$274K ﹤0.01% 1198

Other funds holding GEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Avantax Advisory Services's GEF Position: Q2 2025 in Review

Avantax Advisory Services increased its Greif (GEF) stake by 18% in Q2 2025, buying an estimated $44.3K and bringing the position to 5,124 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Avantax Advisory Services first reported a position in GEF in Q2 2023 and has held it in 9 quarters since. 270 funds tracked by Wall St. Rank hold GEF as of Q2 2025.

  • Avantax Advisory Services held 5,124 shares of Greif worth $333K as of Q2 2025.
  • Avantax Advisory Services bought 779 Greif shares in Q2 2025, an estimated $44.3K.
  • Greif made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1832 holding.
  • Avantax Advisory Services first reported a position in Greif in Q2 2023 and has held it in 9 quarters since.
  • 270 funds tracked by Wall St. Rank held Greif as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.