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BFC Planning, Inc.’s Greif GEF Stock Holding History

BFC Planning, Inc.’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 		$8.49K Buy
114
+34
+43% +$2.28K ﹤0.01% 2447
2026
Q1 		$5.37K Buy
80
+43
+116% +$3.04K ﹤0.01% 2283
2025
Q4 		$2.5K Hold
37
– – ﹤0.01% 2572
2025
Q3 		$2.21K Buy
37
+31
+517% +$2K ﹤0.01% 2448
2025
Q2 		$390 Hold
6
– – ﹤0.01% 2569
2025
Q1 		$330 Hold
6
– – ﹤0.01% 2548
2024
Q4 		$367 Buy
+6
New +$392 ﹤0.01% 2496

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

BFC Planning, Inc.'s GEF Position: Q2 2026 in Review

BFC Planning, Inc. increased its Greif (GEF) stake by 43% in Q2 2026, buying an estimated $2.28K and bringing the position to 114 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

BFC Planning, Inc. first reported a position in GEF in Q4 2024 and has held it in 7 quarters since. 286 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

  • BFC Planning, Inc. held 114 shares of Greif worth $8.49K as of Q2 2026.
  • BFC Planning, Inc. bought 34 Greif shares in Q2 2026, an estimated $2.28K.
  • Greif made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2447 holding.
  • BFC Planning, Inc. first reported a position in Greif in Q4 2024 and has held it in 7 quarters since.
  • 286 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.