Summit Financial Strategies’s Greif GEF Stock Holding History

Summit Financial Strategies’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	$340K	Hold	4,563	–	–	0.02%	122
2026 Q1	$306K	Hold	4,563	–	–	0.02%	125
2025 Q4	$309K	Hold	4,563	–	–	0.03%	121
2025 Q3	$273K	Hold	4,563	–	–	0.02%	126
2025 Q2	$297K	Hold	4,563	–	–	0.03%	122
2025 Q1	$251K	Hold	4,563	–	–	0.03%	123
2024 Q4	$279K	Sell	4,563 -330	-7%	-$21.5K	0.03%	115
2024 Q3	$307K	Hold	4,893	–	–	0.03%	118
2024 Q2	$281K	Hold	4,893	–	–	0.04%	113
2024 Q1	$338K	Hold	4,893	–	–	0.05%	103
2023 Q4	$321K	Hold	4,893	–	–	0.05%	107
2023 Q3	$327K	Hold	4,893	–	–	0.06%	93
2023 Q2	$337K	Hold	4,893	–	–	0.06%	90
2023 Q1	$310K	Hold	4,893	–	–	0.06%	93
2022 Q4	$328K	Hold	4,893	–	–	0.07%	85
2022 Q3	$291K	Hold	4,893	–	–	0.07%	92
2022 Q2	$305K	Hold	4,893	–	–	0.07%	84
2022 Q1	$318K	Buy	4,893 +654	+15%	+$39.1K	0.06%	84
2021 Q4	$256K	Hold	4,239	–	–	0.05%	103
2021 Q3	$274K	Hold	4,239	–	–	0.05%	99
2021 Q2	$257K	Buy	+4,239	New	+$259K	0.05%	104

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Summit Financial Strategies's GEF Position: Q2 2026 in Review

Summit Financial Strategies held its Greif (GEF) position steady in Q2 2026 at 4,563 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #122.

Summit Financial Strategies first reported a position in GEF in Q2 2021 and has held it in 21 quarters since. 283 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

Summit Financial Strategies held 4,563 shares of Greif worth $340K as of Q2 2026.
Summit Financial Strategies left its Greif share count unchanged in Q2 2026.
Greif made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #122 holding.
Summit Financial Strategies first reported a position in Greif in Q2 2021 and has held it in 21 quarters since.
283 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.