Community Financial Services Group’s Veralto VLTO Stock Holding History

Community Financial Services Group’s Portfolio VLTO Stock Details VLTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.78K	Sell	40 -37,575	-100%	-$3.59M	﹤0.01%	446
2026 Q2	$3.4M	Sell	37,615 -18,305	-33%	-$1.59M	0.5%	52
2026 Q1	$4.92M	Buy	55,920 +718	+1%	+$68.2K	0.87%	39
2025 Q4	$5.51M	Buy	55,202 +121	+0.2%	+$12.2K	1.01%	36
2025 Q3	$5.87M	Buy	55,081 +846	+2%	+$89.3K	1.08%	36
2025 Q2	$5.48M	Buy	54,235 +891	+2%	+$86K	1.09%	36
2025 Q1	$5.2M	Buy	53,344 +1,615	+3%	+$161K	1.13%	35
2024 Q4	$5.27M	Buy	51,729 +2,148	+4%	+$229K	1.04%	33
2024 Q3	$5.55M	Buy	49,581 +625	+1%	+$66K	1.13%	33
2024 Q2	$4.67M	Buy	48,956 +37,742	+337%	+$3.61M	1.01%	32
2024 Q1	$994K	Buy	+11,214	New	+$930K	0.23%	82

Other funds holding VLTO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

Community Financial Services Group's VLTO Position: Q3 2026 in Review

Community Financial Services Group reduced its Veralto (VLTO) stake by 100% in Q3 2026, selling an estimated $3.59M and leaving 40 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Community Financial Services Group first reported a position in VLTO in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.87M in Q3 2025. 228 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

Community Financial Services Group held 40 shares of Veralto worth $3.78K as of Q3 2026.
Community Financial Services Group sold 37,575 Veralto shares in Q3 2026, an estimated $3.59M.
Veralto made up ﹤0.01% of Community Financial Services Group's portfolio in Q3 2026, its #446 holding.
Community Financial Services Group first reported a position in Veralto in Q1 2024 and has held it in 11 quarters since.
Community Financial Services Group's Veralto position peaked at $5.87M in Q3 2025.
228 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.