Position in CFG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$47,647
+$6,868 QoQ
Shares Held
680
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#26
of 45 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GoalVest Advisory LLC holds $617,048 across 14 Banks - Regional names. CFG ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OBT |
Orange County Bancorp, Inc. /DE/
|
4,100 | $150,798 | |
| 2 | UMBF |
Umb Financial Corp
|
915 | $130,625 | |
| 3 | USB |
US Bancorp De
|
1,157 | $69,882 | |
| 4 | TFC |
Truist Financial Corp
|
1,094 | $54,503 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
This page
|
680 | $47,647 | |
| 6 | KEY |
Keycorp /New/
|
1,476 | $34,021 | |
| 7 | FITB |
Fifth Third Bancorp
|
545 | $30,721 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
|
194 | $29,976 |
All Filings in CFG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,647 | 680 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $40,779 | 680 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $39,718 | 680 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $36,148 | 680 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $30,430 | 680 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $163 | 4 | Shares | Sole | 2025-04-07 | |
| 2024-03-31 | $13,427 | 370 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $17,564 | 530 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $7,388 | 163 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||