EverSource Wealth Advisors
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EverSource Wealth Advisors’s Greif GEF Stock Holding History

EverSource Wealth 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
2026
Q2 		$24.4K Buy
328
+6
+2% +$402 ﹤0.01% 2286
2026
Q1 		$21.6K Sell
322
-338
-51% -$23.9K ﹤0.01% 2458
2025
Q4 		$44.7K Sell
660
-273
-29% -$17.1K ﹤0.01% 1815
2025
Q3 		$55.8K Buy
933
+646
+225% +$41.7K ﹤0.01% 1623
2025
Q2 		$18.7K Buy
287
+113
+65% +$6.43K ﹤0.01% 2351
2025
Q1 		$9.57K Buy
174
+44
+34% +$2.59K ﹤0.01% 2134
2024
Q4 		$7.95K Hold
130
– – ﹤0.01% 2122
2024
Q3 		$8.15K Buy
130
+56
+76% +$3.44K ﹤0.01% 1977
2024
Q2 		$4.93K Sell
74
-14
-16% -$884 ﹤0.01% 2226
2024
Q1 		$5.39K Hold
88
– – ﹤0.01% 2017
2023
Q4 		$5.77K Hold
88
– – ﹤0.01% 1800
2023
Q3 		$5.88K Hold
88
– – ﹤0.01% 1647
2023
Q2 		$6.06K Hold
88
– – ﹤0.01% 1645
2023
Q1 		$5.58K Buy
88
+14
+19% +$939 ﹤0.01% 1606
2022
Q4 		$4.96K Hold
74
– – ﹤0.01% 1602
2022
Q3 		$4K Buy
+74
New +$4.93K ﹤0.01% 1438

Other funds holding GEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

EverSource Wealth Advisors's GEF Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Greif (GEF) stake by 1.9% in Q2 2026, buying an estimated $402 and bringing the position to 328 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

EverSource Wealth Advisors first reported a position in GEF in Q3 2022 and has held it in 16 quarters since. The position peaked at $55.8K in Q3 2025. 283 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

  • EverSource Wealth Advisors held 328 shares of Greif worth $24.4K as of Q2 2026.
  • EverSource Wealth Advisors bought 6 Greif shares in Q2 2026, an estimated $402.
  • Greif made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2286 holding.
  • EverSource Wealth Advisors first reported a position in Greif in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Greif position peaked at $55.8K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.