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GoalVest Advisory’s Republic Services RSG Stock Holding History

GoalVest Advisory’s Portfolio RSG Stock Details RSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8K Hold
65
– – ﹤0.01% 334
2026
Q1 		$14.2K Hold
65
– – ﹤0.01% 353
2025
Q4 		$13.8K Buy
+65
New +$14K ﹤0.01% 394
2022
Q2 		– Sell
-3
Closed – – 499
2022
Q1 		$0 Buy
+3
New +$382 ﹤0.01% 485

Other funds holding RSG

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GoalVest Advisory's RSG Position: Q2 2026 in Review

GoalVest Advisory held its Republic Services (RSG) position steady in Q2 2026 at 65 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

GoalVest Advisory first reported a position in RSG in Q1 2022 and has held it in 4 quarters since. The position peaked at $14.2K in Q1 2026. 314 funds tracked by Wall St. Rank hold RSG as of Q2 2026.

  • GoalVest Advisory held 65 shares of Republic Services worth $13.8K as of Q2 2026.
  • GoalVest Advisory left its Republic Services share count unchanged in Q2 2026.
  • Republic Services made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #334 holding.
  • GoalVest Advisory first reported a position in Republic Services in Q1 2022 and has held it in 4 quarters since.
  • GoalVest Advisory's Republic Services position peaked at $14.2K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Republic Services as of Q2 2026.

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