GoalVest Advisory’s FTAI Aviation FTAI Stock Holding History

GoalVest Advisory’s Portfolio FTAI Stock Details FTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.3K	Hold	27	–	–	﹤0.01%	363
2026 Q1	$6.62K	Buy	+27	New	+$7.15K	﹤0.01%	383

Other funds holding FTAI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

GoalVest Advisory's FTAI Position: Q2 2026 in Review

GoalVest Advisory held its FTAI Aviation (FTAI) position steady in Q2 2026 at 27 shares worth $7.3K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

GoalVest Advisory first reported a position in FTAI in Q1 2026 and has held it in 2 quarters since. 680 funds tracked by Wall St. Rank hold FTAI as of Q2 2026.

GoalVest Advisory held 27 shares of FTAI Aviation worth $7.3K as of Q2 2026.
GoalVest Advisory left its FTAI Aviation share count unchanged in Q2 2026.
FTAI Aviation made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #363 holding.
GoalVest Advisory first reported a position in FTAI Aviation in Q1 2026 and has held it in 2 quarters since.
680 funds tracked by Wall St. Rank held FTAI Aviation as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.