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Root Financial Partners’s Greif GEF Stock Holding History

Root Financial Partners’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 		– Sell
-126
Closed -$8.45K – 1495
2026
Q1 		$8.45K Buy
126
+66
+110% +$4.67K ﹤0.01% 1748
2025
Q4 		$4.06K Sell
60
-13
-18% -$814 ﹤0.01% 1825
2025
Q3 		$4.36K Buy
+73
New +$4.71K ﹤0.01% 1776

Other funds holding GEF

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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

Root Financial Partners's GEF Position: Q2 2026 in Review

Root Financial Partners sold out of Greif (GEF) in Q2 2026, closing a stake of 126 shares — an estimated $8.45K sold.

Root Financial Partners first reported a position in GEF in Q3 2025 and held it in 3 quarters. The position peaked at $8.45K in Q1 2026. 283 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

  • Root Financial Partners reported no remaining Greif position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 126 Greif shares in Q2 2026, an estimated $8.45K.
  • Root Financial Partners first reported a position in Greif in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Greif position peaked at $8.45K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.