Position in GEF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$339,897
+$33,857 QoQ
Shares Held
4,563
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#174
of 296 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEF Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Summit Financial Strategies, Inc. holds $63,507,686 across 2 Packaging & Containers names. GEF ranks #2 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
265,099 | $63,167,789 | |
| 2 | GEF |
Greif, Inc
This page
|
4,563 | $339,897 |
All Filings in GEF
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,897 | 4,563 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $306,040 | 4,563 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $308,915 | 4,563 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $272,684 | 4,563 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $296,549 | 4,563 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $250,919 | 4,563 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $278,890 | 4,563 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $306,595 | 4,893 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $281,200 | 4,893 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $337,861 | 4,893 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $320,931 | 4,893 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $326,901 | 4,893 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $337,078 | 4,893 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $310,069 | 4,893 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $328,124 | 4,893 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $291,476 | 4,893 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $305,225 | 4,893 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $318,338 | 4,893 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $255,908 | 4,239 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $273,839 | 4,239 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $256,671 | 4,239 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||