SEC 13F Intelligence

Greystone Financial Group, LLC / WBA

Greystone Financial Group, LLC’s Walgreens Boots Alliance Position

Does Greystone Financial Group, LLC own Walgreens Boots Alliance (WBA)? Not currently — the last reported position was 169.4K shares worth $6M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q2 2022
Shares
169.4K
% of Portfolio
+2.00%
Quarters Held
7
position exited

Position History WBA

Reported value by quarter
Q4 ’20: $7MQ4 ’20Q1 ’21: $7MQ1 ’21Q2 ’21: $7MQ2 ’21Q3 ’21: $5MQ3 ’21Q4 ’21: $8MQ4 ’21Q1 ’22: $7MQ1 ’22Q2 ’22: $6MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2022169.4K$6M+2.00%
Q1 2022163.4K$7M+1.85%
Q4 2021149.9K$8M+1.87%
Q3 2021113.3K$5M+1.58%
Q2 2021132.2K$7M+1.73%
Q1 2021131.4K$7M+1.79%
Q4 2020148.6K$7M+2.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of WBA.