Greenleaf Trust has disclosed its latest 13F-HR filing, revealing a total value of approximately $9.76 billion in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and current holdings in various companies, which may influence market trends and investor behavior.

Greenleaf Trust, based in Kalamazoo, Michigan, operates in the financial services sector. The firm is categorized under the SIC description of the financial services industry, which encompasses a range of activities including investment management and advisory services. The recent filing indicates a robust portfolio, reflecting the firm’s strategic positioning in the market.

According to the filing (accession number 0001162170-26-000007), Greenleaf Trust reported a total of 1,472 entries in its investment portfolio. This comprehensive report includes a variety of publicly traded companies across different sectors, showcasing the firm’s diverse investment approach.

Among the notable holdings listed in the filing are companies such as Adt Inc, AFLAC Inc, and AT&T Inc, with significant values attributed to each. For instance, the firm holds 14,255 shares of Adt Inc valued at approximately $86,670, and 3,112 shares of AFLAC Inc valued at $347,859. These figures illustrate Greenleaf Trust's active participation in major market players, potentially influencing their stock performance.

The filing also highlights the firm’s investment discretion across its portfolio. Greenleaf Trust has exercised sole investment discretion for a majority of its holdings, indicating a strategic decision-making process aligned with its investment philosophy. The report does not specify any additional managers involved, suggesting a concentrated approach to asset management.

This filing may have implications for various stakeholders in the financial services industry. Investors, analysts, and competitors will likely scrutinize Greenleaf Trust’s investment choices and overall strategy. The significant assets under management could position the firm as a key player in the market, potentially influencing trends and investor sentiment.

Looking ahead, Greenleaf Trust's next steps following this filing remain unclear. The firm has not indicated any upcoming votes or additional filings related to its investment strategies. As the financial landscape evolves, it will be essential to monitor how Greenleaf Trust adapts its portfolio in response to market conditions.