IFG
GGG icon

Independent Financial Group’s Graco GGG Stock Holding History

Independent Financial Group’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,593
Closed -$224K – 915
2023
Q2 		$224K Buy
+2,593
New +$202K 0.02% 779

Other funds holding GGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Independent Financial Group's GGG Position: Q3 2023 in Review

Independent Financial Group sold out of Graco (GGG) in Q3 2023, closing a stake of 2,593 shares — an estimated $224K sold.

Independent Financial Group first reported a position in GGG in Q2 2023 and held it in 1 quarter. The position peaked at $224K in Q2 2023. 599 funds tracked by Wall St. Rank hold GGG as of Q3 2023.

  • Independent Financial Group reported no remaining Graco position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 2,593 Graco shares in Q3 2023, an estimated $224K.
  • Independent Financial Group first reported a position in Graco in Q2 2023 and held it in 1 quarter.
  • Independent Financial Group's Graco position peaked at $224K in Q2 2023.
  • 599 funds tracked by Wall St. Rank held Graco as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.