Vest Financial, LLC Reveals Key Portfolio Changes in New Disclosure

Vest Financial, LLC has recently submitted a portfolio update through a 13F disclosure. This report details the fund’s holdings for the period ending March 31, 2025. For comprehensive insights, you can view the complete portfolio on Quiver Quantitative and monitor transactions from other funds.

Major Stock Moves

According to our calculations, the most significant stock changes include:

• Acquisition of 970,416 shares of $ES (~$60,272,538), representing a notable increase.
• Acquisition of 141,669 shares of $ERIE (~$59,366,394), indicating a significant rise.
• Acquisition of 115,354 shares of $FDS (~$52,444,543), reflecting a considerable gain.
• Acquisition of 593,479 shares of $UNM (~$48,344,799), marking a dramatic increase of approximately 1740%.
• Acquisition of 654,216 shares of $EBAY (~$44,310,050), showing a significant uptick.
• Acquisition of 75,213 shares of $META (~$43,349,765), which demonstrates an increase of around 801%.

Be aware that these estimates may contain inaccuracies due to potential filing errors by the funds, parsing mistakes on our part, or other irregularities.

Further Information

For additional details, visit Quiver Quantitative’s fund page dedicated to Vest Financial, LLC.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.