Position in CFR
as of Sep 30, 2026
· filed Oct 2, 2026
Position Value
$29,617
-$359 QoQ
Shares Held
194
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 21 holders
Holding Since
Sep 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Sep 30, 2026GoalVest Advisory LLC holds $669,627 across 20 Banks - Regional names. CFR ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OBT |
Orange County Bancorp, Inc. /DE/
|
4,100 | $151,495 | |
| 2 | UMBF |
Umb Financial Corp
|
865 | $112,458 | |
| 3 | USB |
US Bancorp De
|
1,301 | $75,145 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
883 | $56,300 | |
| 5 | TFC |
Truist Financial Corp
|
1,063 | $49,216 | |
| 6 | KEY |
Keycorp /New/
|
1,476 | $29,623 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
194 | $29,617 | |
| 8 | FITB |
Fifth Third Bancorp
|
545 | $27,566 |
All Filings in CFR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $29,617 | 194 | Shares | Sole | 2026-10-02 | |
| 2026-06-30 | $29,976 | 194 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $26,593 | 194 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $24,566 | 194 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $28,396 | 224 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||