GoalVest Advisory’s Robert Half RHI Stock Holding History

GoalVest Advisory’s Portfolio RHI Stock Details RHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.63K	Buy	+262	New	+$10.4K	﹤0.01%	455
2022 Q2	–	Sell	-1	Closed	–	–	492
2022 Q1	$0	Buy	+1	New	+$115	﹤0.01%	481

Other funds holding RHI

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

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

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

GoalVest Advisory's RHI Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Robert Half (RHI) in Q3 2026: 262 shares worth $9.63K. The stake represents ﹤0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in RHI as recently as Q1 2022.

GoalVest Advisory first reported a position in RHI in Q1 2022 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold RHI as of Q3 2026.

GoalVest Advisory held 262 shares of Robert Half worth $9.63K as of Q3 2026.
Robert Half was a new GoalVest Advisory position in Q3 2026.
Robert Half made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #455 holding.
GoalVest Advisory first reported a position in Robert Half in Q1 2022 and has held it in 2 quarters since.
16 funds tracked by Wall St. Rank held Robert Half as of Q3 2026.

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