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PDS Planning’s Greif GEF Stock Holding History

PDS Planning’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 		$655K Buy
8,797
+6
+0.1% +$402 0.04% 244
2026
Q1 		$590K Buy
8,791
+4,451
+103% +$315K 0.04% 232
2025
Q4 		$294K Sell
4,340
-3,631
-46% -$227K 0.02% 392
2025
Q3 		$476K Hold
7,971
– – 0.03% 262
2025
Q2 		$518K Sell
7,971
-401
-5% -$22.8K 0.04% 228
2025
Q1 		$460K Buy
8,372
+3,519
+73% +$207K 0.04% 223
2024
Q4 		$297K Sell
4,853
-8,708
-64% -$569K 0.03% 295
2024
Q3 		$850K Buy
13,561
+1
+0% +$61 0.08% 117
2024
Q2 		$779K Buy
13,560
+6,039
+80% +$381K 0.08% 107
2024
Q1 		$519K Sell
7,521
-4,213
-36% -$269K 0.05% 156
2023
Q4 		$770K Buy
11,734
+1
+0% +$66 0.09% 93
2023
Q3 		$784K Buy
11,733
+1
+0% +$71 0.1% 89
2023
Q2 		$808K Buy
11,732
+1
+0% +$64 0.1% 91
2023
Q1 		$743K Buy
11,731
+3,111
+36% +$209K 0.1% 87
2022
Q4 		$578K Hold
8,620
– – 0.09% 88
2022
Q3 		$513K Sell
8,620
-7,653
-47% -$510K 0.09% 87
2022
Q2 		$1.01M Hold
16,273
– – 0.18% 56
2022
Q1 		$1.06M Buy
16,273
+2,335
+17% +$139K 0.19% 55
2021
Q4 		$841K Buy
13,938
+137
+1% +$8.87K 0.16% 63
2021
Q3 		$892K Hold
13,801
– – 0.21% 56
2021
Q2 		$836K Hold
13,801
– – 0.2% 57
2021
Q1 		$787K Buy
13,801
+3,238
+31% +$167K 0.23% 57
2020
Q4 		$495K Sell
10,563
-180
-2% -$8.15K 0.17% 70
2020
Q3 		$389K Hold
10,743
– – 0.16% 79
2020
Q2 		$370K Sell
10,743
-74
-0.7% -$2.43K 0.17% 80
2020
Q1 		$336K Buy
+10,817
New +$410K 0.21% 65

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

PDS Planning's GEF Position: Q2 2026 in Review

PDS Planning increased its Greif (GEF) stake by 0.07% in Q2 2026, buying an estimated $402 and bringing the position to 8,797 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #244.

PDS Planning first reported a position in GEF in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.06M in Q1 2022. 283 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

  • PDS Planning held 8,797 shares of Greif worth $655K as of Q2 2026.
  • PDS Planning bought 6 Greif shares in Q2 2026, an estimated $402.
  • Greif made up 0.04% of PDS Planning's portfolio in Q2 2026, its #244 holding.
  • PDS Planning first reported a position in Greif in Q1 2020 and has held it in 26 quarters since.
  • PDS Planning's Greif position peaked at $1.06M in Q1 2022.
  • 283 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.