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Diversified Trust’s Vista Energy VIST Stock Holding History

Diversified Trust’s Portfolio VIST Stock Details VIST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.6M Buy
72,174
+3,600
+5% +$253K 0.07% 146
2026
Q1 		$5.18M Buy
+68,574
New +$4M 0.1% 119
2025
Q4 		– Sell
-11,100
Closed -$382K – 1104
2025
Q3 		$382K Buy
+11,100
New +$459K 0.01% 733
2024
Q4 		– Sell
-15,700
Closed -$694K – 997
2024
Q3 		$694K Buy
+15,700
New +$737K 0.02% 497

Other funds holding VIST

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Diversified Trust's VIST Position: Q2 2026 in Review

Diversified Trust increased its Vista Energy (VIST) stake by 5.2% in Q2 2026, buying an estimated $253K and bringing the position to 72,174 shares worth $4.6M. The position accounts for 0.07% of the portfolio, ranked #146.

Diversified Trust first reported a position in VIST in Q3 2024 and has held it in 4 quarters since. The position peaked at $5.18M in Q1 2026. 14 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

  • Diversified Trust held 72,174 shares of Vista Energy worth $4.6M as of Q2 2026.
  • Diversified Trust bought 3,600 Vista Energy shares in Q2 2026, an estimated $253K.
  • Vista Energy made up 0.07% of Diversified Trust's portfolio in Q2 2026, its #146 holding.
  • Diversified Trust first reported a position in Vista Energy in Q3 2024 and has held it in 4 quarters since.
  • Diversified Trust's Vista Energy position peaked at $5.18M in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.