GoalVest Advisory’s Bath & Body Works BBWI Stock Holding History

GoalVest Advisory’s Portfolio BBWI Stock Details BBWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.11K	Buy	+70	New	+$1.34K	﹤0.01%	680
2023 Q3	–	Sell	-42	Closed	-$1.57K	–	475
2023 Q2	$1.57K	Hold	42	–	–	﹤0.01%	353
2023 Q1	$1.54K	Hold	42	–	–	﹤0.01%	226
2022 Q4	$1.77K	Hold	42	–	–	﹤0.01%	219
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	239
2022 Q2	$1K	Hold	42	–	–	﹤0.01%	288
2022 Q1	$2K	Buy	+42	New	+$2.27K	﹤0.01%	284

Other funds holding BBWI

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GoalVest Advisory's BBWI Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Bath & Body Works (BBWI) in Q3 2026: 70 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in BBWI as recently as Q2 2023.

GoalVest Advisory first reported a position in BBWI in Q1 2022 and has held it in 7 quarters since. The position peaked at $2K in Q1 2022. 15 funds tracked by Wall St. Rank hold BBWI as of Q3 2026.

GoalVest Advisory held 70 shares of Bath & Body Works worth $1.11K as of Q3 2026.
Bath & Body Works was a new GoalVest Advisory position in Q3 2026.
Bath & Body Works made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #680 holding.
GoalVest Advisory first reported a position in Bath & Body Works in Q1 2022 and has held it in 7 quarters since.
GoalVest Advisory's Bath & Body Works position peaked at $2K in Q1 2022.
15 funds tracked by Wall St. Rank held Bath & Body Works as of Q3 2026.

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