AC
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Apella Capital’s Vistra VST Stock Holding History

Apella Capital’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$455K Buy
2,728
+69
+3% +$10.2K 0.01% 525
2026
Q2 		$414K Buy
2,659
+104
+4% +$16.1K 0.01% 510
2026
Q1 		$418K Buy
2,555
+34
+1% +$5.5K 0.01% 487
2025
Q4 		$407K Sell
2,521
-24
-0.9% -$4.37K 0.01% 397
2025
Q3 		$536K Sell
2,545
-502
-16% -$99.5K 0.01% 318
2025
Q2 		$590K Buy
3,047
+40
+1% +$5.92K 0.02% 278
2025
Q1 		$355K Sell
3,007
-591
-16% -$88.3K 0.01% 285
2024
Q4 		$496K Buy
3,598
+56
+2% +$7.78K 0.02% 238
2024
Q3 		$444K Buy
3,542
+164
+5% +$13.9K 0.02% 226
2024
Q2 		$309K Sell
3,378
-1,226
-27% -$103K 0.01% 258
2024
Q1 		$320K Buy
+4,604
New +$228K 0.02% 238

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Apella Capital's VST Position: Q3 2026 in Review

Apella Capital increased its Vistra (VST) stake by 2.6% in Q3 2026, buying an estimated $10.2K and bringing the position to 2,728 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #525.

Apella Capital first reported a position in VST in Q1 2024 and has held it in 11 quarters since. The position peaked at $590K in Q2 2025. 47 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Apella Capital held 2,728 shares of Vistra worth $455K as of Q3 2026.
  • Apella Capital bought 69 Vistra shares in Q3 2026, an estimated $10.2K.
  • Vistra made up 0.01% of Apella Capital's portfolio in Q3 2026, its #525 holding.
  • Apella Capital first reported a position in Vistra in Q1 2024 and has held it in 11 quarters since.
  • Apella Capital's Vistra position peaked at $590K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.