Vest Financial, LLC filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 7.88 B reflecting a +2.97% change from the prior quarter, spanning 417 assets. The top 10 holdings comprised 12.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 33 new positions and 30 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Vest Financial submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Vest Financial reported a managed portfolio value of 7.88 B, consisting of 573 individual positions.
This page displays the raw filing documents. To see which stocks Vest Financial bought or sold during Q4 2025, please visit Vest Financial's Portfolio Analysis page.