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Cumberland Partners’s Vistra VST Stock Holding History

Cumberland Partners’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
Q1 		$1.5M Sell
10,000
-19,025
-66% -$3.08M 0.11% 104
2025
Q4 		$4.68M Sell
29,025
-2,500
-8% -$455K 0.29% 69
2025
Q3 		$6.18M Buy
31,525
+16,025
+103% +$3.18M 0.4% 52
2025
Q2 		$3M Buy
+15,500
New +$2.29M 0.21% 79

Other funds holding VST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cumberland Partners's VST Position: Q1 2026 in Review

Cumberland Partners reduced its Vistra (VST) stake by 66% in Q1 2026, selling an estimated $3.08M and leaving 10,000 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #104.

Cumberland Partners first reported a position in VST in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.18M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Cumberland Partners held 10,000 shares of Vistra worth $1.5M as of Q1 2026.
  • Cumberland Partners sold 19,025 Vistra shares in Q1 2026, an estimated $3.08M.
  • Vistra made up 0.11% of Cumberland Partners's portfolio in Q1 2026, its #104 holding.
  • Cumberland Partners first reported a position in Vistra in Q2 2025 and has held it in 4 quarters since.
  • Cumberland Partners's Vistra position peaked at $6.18M in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.