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Community Financial Services Group’s Vistra VST Stock Holding History

Community Financial Services Group’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
Q2 		$15.3K Hold
100
– – ﹤0.01% 337
2026
Q1 		$15.4K Buy
+100
New +$16.2K ﹤0.01% 287

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Community Financial Services Group's VST Position: Q2 2026 in Review

Community Financial Services Group held its Vistra (VST) position steady in Q2 2026 at 100 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Community Financial Services Group first reported a position in VST in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.4K in Q1 2026. 246 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Community Financial Services Group held 100 shares of Vistra worth $15.3K as of Q2 2026.
  • Community Financial Services Group left its Vistra share count unchanged in Q2 2026.
  • Vistra made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #337 holding.
  • Community Financial Services Group first reported a position in Vistra in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's Vistra position peaked at $15.4K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.