SageView Advisory Group’s Greif GEF Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-2,295	Closed	-$155K	–	1287
2025 Q4	$155K	Buy	+2,295	New	+$144K	0.01%	673

Other funds holding GEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SageView Advisory Group's GEF Position: Q1 2026 in Review

SageView Advisory Group sold out of Greif (GEF) in Q1 2026, closing a stake of 2,295 shares — an estimated $155K sold.

SageView Advisory Group first reported a position in GEF in Q4 2025 and held it in 1 quarter. The position peaked at $155K in Q4 2025. 277 funds tracked by Wall St. Rank hold GEF as of Q1 2026.

SageView Advisory Group reported no remaining Greif position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 2,295 Greif shares in Q1 2026, an estimated $155K.
SageView Advisory Group first reported a position in Greif in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Greif position peaked at $155K in Q4 2025.
277 funds tracked by Wall St. Rank held Greif as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.