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JFS Wealth Advisors’s Greif GEF Stock Holding History

JFS Wealth 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 		$5.67K Buy
76
+4
+6% +$268 ﹤0.01% 1234
2026
Q1 		$4.83K Sell
72
-13
-15% -$921 ﹤0.01% 1206
2025
Q4 		$5.76K Buy
85
+4
+5% +$250 ﹤0.01% 1180
2025
Q3 		$4.84K Hold
81
– – ﹤0.01% 1127
2025
Q2 		$5.26K Buy
81
+7
+9% +$398 ﹤0.01% 1066
2025
Q1 		$4.07K Hold
74
– – ﹤0.01% 1208
2024
Q4 		$4.52K Hold
74
– – ﹤0.01% 1163
2024
Q3 		$4.64K Sell
74
-636
-90% -$39K ﹤0.01% 1148
2024
Q2 		$40.8K Sell
710
-144
-17% -$9.09K ﹤0.01% 454
2024
Q1 		$59K Buy
854
+6
+0.7% +$383 ﹤0.01% 400
2023
Q4 		$55.6K Buy
848
+9
+1% +$593 ﹤0.01% 387
2023
Q3 		$56.1K Buy
839
+6
+0.7% +$425 0.01% 361
2023
Q2 		$57.4K Buy
833
+6
+0.7% +$385 0.01% 357
2023
Q1 		$52.4K Sell
827
-7
-0.8% -$469 ﹤0.01% 368
2022
Q4 		$55.9K Buy
834
+801
+2,427% +$54K 0.01% 351
2022
Q3 		$2K Buy
33
+3
+10% +$200 ﹤0.01% 1323
2022
Q2 		$2K Buy
30
+10
+50% +$611 ﹤0.01% 1324
2022
Q1 		$1K Buy
20
+11
+122% +$657 ﹤0.01% 1643
2021
Q4 		$1K Buy
+9
New +$583 ﹤0.01% 1367

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 $3.37T AUM 44.26% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

JFS Wealth Advisors's GEF Position: Q2 2026 in Review

JFS Wealth Advisors increased its Greif (GEF) stake by 5.6% in Q2 2026, buying an estimated $268 and bringing the position to 76 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

JFS Wealth Advisors first reported a position in GEF in Q4 2021 and has held it in 19 quarters since. The position peaked at $59K in Q1 2024. 283 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

  • JFS Wealth Advisors held 76 shares of Greif worth $5.67K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Greif shares in Q2 2026, an estimated $268.
  • Greif made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1234 holding.
  • JFS Wealth Advisors first reported a position in Greif in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Greif position peaked at $59K in Q1 2024.
  • 283 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.