IFP Advisors’s Grocery Outlet GO Stock Holding History

IFP Advisors’s Portfolio GO Stock Details GO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$24K	Buy	2,134 +870	+69%	+$9.28K	﹤0.01%	2858
2026 Q2	$12.6K	Buy	1,264 +1,257	+17,957%	+$10.3K	﹤0.01%	3247
2026 Q1	$49	Sell	7 -142	-95%	-$1.23K	﹤0.01%	4830
2025 Q4	$1.5K	Buy	149 +22	+17%	+$277	﹤0.01%	3936
2025 Q3	$2.04K	Buy	127 +116	+1,055%	+$1.85K	﹤0.01%	3684
2025 Q2	$2.7K	Buy	+11	New	+$156	﹤0.01%	3746
2025 Q1	–	Sell	-76	Closed	-$1.19K	–	4441
2024 Q4	$1.19K	Buy	+76	New	+$1.32K	﹤0.01%	3246
2023 Q4	–	Sell	-9	Closed	-$260	–	3168
2023 Q3	$260	Hold	9	–	–	﹤0.01%	3168
2023 Q2	$275	Hold	9	–	–	﹤0.01%	3281
2023 Q1	$257	Sell	9 -1,590	-99%	-$45.6K	﹤0.01%	3255
2022 Q4	$45K	Buy	1,599 +883	+123%	+$27.7K	﹤0.01%	2311
2022 Q3	$22K	Buy	716 +663	+1,251%	+$27K	﹤0.01%	2995
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	4126
2022 Q1	$2K	Buy	+53	New	+$1.48K	﹤0.01%	4123
2020 Q4	–	Sell	-4,061	Closed	-$164K	–	2997
2020 Q3	$160K	Buy	4,061 +124	+3%	+$5.11K	0.01%	784
2020 Q2	$166K	Buy	+3,937	New	+$141K	0.01%	743

Other funds holding GO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

IFP Advisors's GO Position: Q3 2026 in Review

IFP Advisors increased its Grocery Outlet (GO) stake by 69% in Q3 2026, buying an estimated $9.28K and bringing the position to 2,134 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

IFP Advisors first reported a position in GO in Q2 2020 and has held it in 16 quarters since. The position peaked at $166K in Q2 2020. 102 funds tracked by Wall St. Rank hold GO as of Q3 2026.

IFP Advisors held 2,134 shares of Grocery Outlet worth $24K as of Q3 2026.
IFP Advisors bought 870 Grocery Outlet shares in Q3 2026, an estimated $9.28K.
Grocery Outlet made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2858 holding.
IFP Advisors first reported a position in Grocery Outlet in Q2 2020 and has held it in 16 quarters since.
IFP Advisors's Grocery Outlet position peaked at $166K in Q2 2020.
102 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.