Greystone Financial Group
WM icon

Greystone Financial Group’s Waste Management WM Stock Holding History

Greystone Financial Group’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-33,955
Closed -$7.57M – 83
2026
Q2 		$7.57M Sell
33,955
-1,203
-3% -$268K 2.11% 17
2026
Q1 		$8.08M Sell
35,158
-22,912
-39% -$5.26M 2.29% 13
2025
Q4 		$12.8M Buy
58,070
+4,342
+8% +$925K 1.99% 20
2025
Q3 		$11.9M Buy
53,728
+6,799
+14% +$1.53M 1.84% 23
2025
Q2 		$10.7M Buy
46,929
+5,269
+13% +$1.22M 1.77% 24
2025
Q1 		$9.6M Buy
41,660
+5,054
+14% +$1.12M 1.75% 24
2024
Q4 		$7.39M Buy
+36,606
New +$7.86M 1.28% 33
2022
Q1 		– Sell
-24,822
Closed -$4.14M – 95
2021
Q4 		$4.14M Sell
24,822
-12,517
-34% -$2.01M 0.99% 40
2021
Q3 		$5.58M Sell
37,339
-14,155
-27% -$2.12M 1.66% 21
2021
Q2 		$7.22M Buy
51,494
+193
+0.4% +$26.7K 1.79% 17
2021
Q1 		$7.24M Buy
+51,301
New +$6M 1.82% 19

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greystone Financial Group's WM Position: Q3 2026 in Review

Greystone Financial Group sold out of Waste Management (WM) in Q3 2026, closing a stake of 33,955 shares — an estimated $7.57M sold.

Greystone Financial Group first reported a position in WM in Q1 2021 and held it in 11 quarters. The position peaked at $12.8M in Q4 2025. 1,032 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Greystone Financial Group reported no remaining Waste Management position as of Q3 2026 after selling out during the quarter.
  • Greystone Financial Group sold 33,955 Waste Management shares in Q3 2026, an estimated $7.57M.
  • Greystone Financial Group first reported a position in Waste Management in Q1 2021 and held it in 11 quarters.
  • Greystone Financial Group's Waste Management position peaked at $12.8M in Q4 2025.
  • 1,032 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.