GoalVest Advisory
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GoalVest Advisory’s Ford F Stock Holding History

GoalVest Advisory’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$43.2K Buy
3,584
+340
+10% +$4.72K 0.01% 241
2026
Q2 		$45.1K Hold
3,244
– – 0.01% 219
2026
Q1 		$37.4K Hold
3,244
– – 0.01% 255
2025
Q4 		$42.6K Buy
3,244
+2,044
+170% +$26.4K 0.01% 258
2025
Q3 		$14.4K Hold
1,200
– – ﹤0.01% 313
2025
Q2 		$13K Buy
1,200
+1,084
+934% +$11K ﹤0.01% 298
2025
Q1 		$1.16K Buy
116
+16
+16% +$156 ﹤0.01% 328
2024
Q4 		$990 Hold
100
– – ﹤0.01% 357
2024
Q3 		$1.06K Hold
100
– – ﹤0.01% 361
2024
Q2 		$1.25K Sell
100
-1,398
-93% -$17.3K ﹤0.01% 300
2024
Q1 		$19.9K Buy
1,498
+1,178
+368% +$14.3K 0.01% 271
2023
Q4 		$3.9K Buy
320
+220
+220% +$2.45K ﹤0.01% 298
2023
Q3 		$1.24K Hold
100
– – ﹤0.01% 438
2023
Q2 		$1.51K Hold
100
– – ﹤0.01% 354
2023
Q1 		$1.26K Hold
100
– – ﹤0.01% 232
2022
Q4 		$1.16K Sell
100
-1,783
-95% -$22.9K ﹤0.01% 230
2022
Q3 		$21K Sell
1,883
-1,773
-48% -$24.8K 0.01% 153
2022
Q2 		$41K Buy
3,656
+3,546
+3,224% +$48.6K 0.03% 176
2022
Q1 		$2K Buy
+110
New +$2.09K ﹤0.01% 289

Other funds holding F

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

GoalVest Advisory's F Position: Q3 2026 in Review

GoalVest Advisory increased its Ford (F) stake by 10% in Q3 2026, buying an estimated $4.72K and bringing the position to 3,584 shares worth $43.2K. The position accounts for 0.01% of the portfolio, ranked #241.

GoalVest Advisory first reported a position in F in Q1 2022 and has held it in 19 quarters since. The position peaked at $45.1K in Q2 2026. 1,078 funds tracked by Wall St. Rank hold F as of Q3 2026.

  • GoalVest Advisory held 3,584 shares of Ford worth $43.2K as of Q3 2026.
  • GoalVest Advisory bought 340 Ford shares in Q3 2026, an estimated $4.72K.
  • Ford made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #241 holding.
  • GoalVest Advisory first reported a position in Ford in Q1 2022 and has held it in 19 quarters since.
  • GoalVest Advisory's Ford position peaked at $45.1K in Q2 2026.
  • 1,078 funds tracked by Wall St. Rank held Ford as of Q3 2026.

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