GoalVest Advisory’s Rollins ROL Stock Holding History

GoalVest Advisory’s Portfolio ROL Stock Details ROL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$542	Buy	+18	New	+$676	﹤0.01%	707
2025 Q2	–	Sell	-3	Closed	-$162	–	500
2025 Q1	$162	Buy	+3	New	+$151	﹤0.01%	472
2023 Q4	–	Sell	-207	Closed	-$7.73K	–	466
2023 Q3	$7.73K	Buy	207 +5	+2%	+$202	﹤0.01%	313
2023 Q2	$8.65K	Buy	+202	New	+$8.21K	﹤0.01%	261
2022 Q2	–	Sell	-6	Closed	–	–	497
2022 Q1	$0	Buy	+6	New	+$195	﹤0.01%	484

Other funds holding ROL

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

WETS

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

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

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

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

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

GoalVest Advisory's ROL Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Rollins (ROL) in Q3 2026: 18 shares worth $542. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ROL as recently as Q1 2025.

GoalVest Advisory first reported a position in ROL in Q1 2022 and has held it in 5 quarters since. The position peaked at $8.65K in Q2 2023. 29 funds tracked by Wall St. Rank hold ROL as of Q3 2026.

GoalVest Advisory held 18 shares of Rollins worth $542 as of Q3 2026.
Rollins was a new GoalVest Advisory position in Q3 2026.
Rollins made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #707 holding.
GoalVest Advisory first reported a position in Rollins in Q1 2022 and has held it in 5 quarters since.
GoalVest Advisory's Rollins position peaked at $8.65K in Q2 2023.
29 funds tracked by Wall St. Rank held Rollins as of Q3 2026.

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