GA
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GoalVest Advisory’s CF Industries CF Stock Holding History

GoalVest Advisory’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.69K Buy
+32
New +$3.94K ﹤0.01% 603
2025
Q2 		– Sell
-3
Closed -$234 – 387
2025
Q1 		$234 Buy
+3
New +$252 ﹤0.01% 432
2022
Q2 		– Sell
-1
Closed – – 341
2022
Q1 		$0 Buy
+1
New +$81 ﹤0.01% 392

Other funds holding CF

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

GoalVest Advisory's CF Position: Q3 2026 in Review

GoalVest Advisory opened a new position in CF Industries (CF) in Q3 2026: 32 shares worth $3.69K. The stake represents ﹤0.01% of the portfolio and ranks #603 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CF as recently as Q1 2025.

GoalVest Advisory first reported a position in CF in Q1 2022 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold CF as of Q3 2026.

  • GoalVest Advisory held 32 shares of CF Industries worth $3.69K as of Q3 2026.
  • CF Industries was a new GoalVest Advisory position in Q3 2026.
  • CF Industries made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #603 holding.
  • GoalVest Advisory first reported a position in CF Industries in Q1 2022 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held CF Industries as of Q3 2026.

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