CUSIP 921931200MFVBIAXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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7 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oakworth Capital, Inc. | 84.8K | $4.40M | −277.6K | Reduced |
| 2 | First Merchants Corp | 10.1K | $524.7K | −418 | Reduced |
| 3 | Williams Jones Wealth Management, LLC. | 8.4K | $437.5K | 0 | Held |
| 4 | Kelleher Financial Advisors | 1.8K | $91.8K |
| +54 |
| Added |
| 5 | Kohmann Bosshard Financial Services, LLC | 1.2K | $62.2K | +1.2K | New |
| 6 | Garton & Associates Financial Advisors LLC | 25 | $1.3K | +25 | New Position |
| 7 | Fortune Financial Group, Inc. | 4.0K | $213 | +4.0K | New Position |