CSM Advisors’s Greif GEF Stock Holding History

CSM Advisors’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 Q3	–	Sell	-4,857	Closed	-$315K	–	416
2025 Q2	$315K	Buy	+4,857	New	+$276K	0.01%	360

Other funds holding GEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSM Advisors's GEF Position: Q3 2025 in Review

CSM Advisors sold out of Greif (GEF) in Q3 2025, closing a stake of 4,857 shares — an estimated $315K sold.

CSM Advisors first reported a position in GEF in Q2 2025 and held it in 1 quarter. The position peaked at $315K in Q2 2025. 267 funds tracked by Wall St. Rank hold GEF as of Q3 2025.

CSM Advisors reported no remaining Greif position as of Q3 2025 after selling out during the quarter.
CSM Advisors sold 4,857 Greif shares in Q3 2025, an estimated $315K.
CSM Advisors first reported a position in Greif in Q2 2025 and held it in 1 quarter.
CSM Advisors's Greif position peaked at $315K in Q2 2025.
267 funds tracked by Wall St. Rank held Greif as of Q3 2025.

Based on CSM Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.