IFP Advisors’s Greif GEF Stock Holding History

IFP 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	$12.8K	Buy	172 +121	+237%	+$8.12K	﹤0.01%	3239
2026 Q1	$3.42K	Hold	51	–	–	﹤0.01%	3748
2025 Q4	$3.45K	Buy	51 +9	+21%	+$564	﹤0.01%	3606
2025 Q3	$2.51K	Hold	42	–	–	﹤0.01%	3602
2025 Q2	$2.73K	Buy	42 +28	+200%	+$1.59K	﹤0.01%	3743
2025 Q1	$770	Hold	14	–	–	﹤0.01%	3379
2024 Q4	$856	Buy	+14	New	+$914	﹤0.01%	3313
2023 Q2	–	Sell	-259	Closed	-$15.4K	–	3493
2023 Q1	$15.4K	Hold	259	–	–	﹤0.01%	2119
2022 Q4	$15K	Hold	259	–	–	﹤0.01%	3107
2022 Q3	$15K	Hold	259	–	–	﹤0.01%	3325
2022 Q2	$15K	Hold	259	–	–	﹤0.01%	3085
2022 Q1	$15K	Hold	259	–	–	﹤0.01%	3085
2021 Q4	$16K	Hold	259	–	–	﹤0.01%	2043
2021 Q3	$17K	Hold	259	–	–	﹤0.01%	2053
2021 Q2	$16K	Sell	259 -250	-49%	-$15.3K	﹤0.01%	2030
2021 Q1	$29K	Sell	509 -3,073	-86%	-$158K	﹤0.01%	1680
2020 Q4	$169K	Sell	3,582 -129	-3%	-$5.84K	0.01%	880
2020 Q3	$133K	Sell	3,711 -4	-0.1%	-$147	0.01%	860
2020 Q2	$126K	Buy	3,715 +372	+11%	+$12.2K	0.01%	835
2020 Q1	$103K	Buy	+3,343	New	+$127K	0.01%	809
2017 Q3	–	Sell	-151	Closed	-$8K	–	4117
2017 Q2	$8K	Hold	151	–	–	﹤0.01%	3156
2017 Q1	$8K	Hold	151	–	–	﹤0.01%	3043
2016 Q4	$8K	Buy	151 +99	+190%	+$5.03K	﹤0.01%	3030
2016 Q3	$3K	Buy	+52	New	+$2.23K	﹤0.01%	3448

Other funds holding GEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

IFP Advisors's GEF Position: Q2 2026 in Review

IFP Advisors increased its Greif (GEF) stake by 237% in Q2 2026, buying an estimated $8.12K and bringing the position to 172 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3239.

IFP Advisors first reported a position in GEF in Q3 2016 and has held it in 24 quarters since. The position peaked at $169K in Q4 2020. 283 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

IFP Advisors held 172 shares of Greif worth $12.8K as of Q2 2026.
IFP Advisors bought 121 Greif shares in Q2 2026, an estimated $8.12K.
Greif made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3239 holding.
IFP Advisors first reported a position in Greif in Q3 2016 and has held it in 24 quarters since.
IFP Advisors's Greif position peaked at $169K in Q4 2020.
283 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.