Vest Financial’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.1M Buy
125,526
+10,172
+9% +$4.55M 0.79% 46
2025
Q1
$52.4M Buy
+115,354
New +$52.4M 0.81% 52