GoalVest Advisory
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GoalVest Advisory’s Ball Corp BALL Stock Holding History

GoalVest Advisory’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$31.4K Buy
560
+91
+19% +$5.64K 0.01% 273
2026
Q2 		$29.3K Hold
469
– – 0.01% 269
2026
Q1 		$27.7K Hold
469
– – 0.01% 289
2025
Q4 		$24.8K Buy
+469
New +$23.1K ﹤0.01% 320
2022
Q2 		– Sell
-3
Closed – – 321
2022
Q1 		$0 Buy
+3
New +$273 ﹤0.01% 383

Other funds holding BALL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

GoalVest Advisory's BALL Position: Q3 2026 in Review

GoalVest Advisory increased its Ball Corp (BALL) stake by 19% in Q3 2026, buying an estimated $5.64K and bringing the position to 560 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #273.

GoalVest Advisory first reported a position in BALL in Q1 2022 and has held it in 5 quarters since. 407 funds tracked by Wall St. Rank hold BALL as of Q3 2026.

  • GoalVest Advisory held 560 shares of Ball Corp worth $31.4K as of Q3 2026.
  • GoalVest Advisory bought 91 Ball Corp shares in Q3 2026, an estimated $5.64K.
  • Ball Corp made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #273 holding.
  • GoalVest Advisory first reported a position in Ball Corp in Q1 2022 and has held it in 5 quarters since.
  • 407 funds tracked by Wall St. Rank held Ball Corp as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.