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 Q2	$2.7M	Buy	17,015 +7,015	+70%	+$1.09M	0.17%	80
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cumberland Partners's VST Position: Q2 2026 in Review

Cumberland Partners increased its Vistra (VST) stake by 70% in Q2 2026, buying an estimated $1.09M and bringing the position to 17,015 shares worth $2.7M. The position accounts for 0.17% of the portfolio, ranked #80.

Cumberland Partners first reported a position in VST in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.18M in Q3 2025. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Cumberland Partners held 17,015 shares of Vistra worth $2.7M as of Q2 2026.
Cumberland Partners bought 7,015 Vistra shares in Q2 2026, an estimated $1.09M.
Vistra made up 0.17% of Cumberland Partners's portfolio in Q2 2026, its #80 holding.
Cumberland Partners first reported a position in Vistra in Q2 2025 and has held it in 5 quarters since.
Cumberland Partners's Vistra position peaked at $6.18M in Q3 2025.
1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.