Diversify Advisory Services’s Vistra VST Stock Holding History

Diversify Advisory Services’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	$4.49M	Buy	29,137 +481	+2%	+$70.8K	0.07%	251
2026 Q2	$4.5M	Buy	+28,656	New	+$4.45M	0.08%	235
2026 Q1	–	Sell	-18,670	Closed	-$3.11M	–	851
2025 Q4	$3.11M	Buy	18,670 +9,273	+99%	+$1.69M	0.1%	159
2025 Q3	$1.81M	Sell	9,397 -2,633	-22%	-$522K	0.06%	227
2025 Q2	$2.52M	Buy	12,030 +9,719	+421%	+$1.44M	0.1%	157
2025 Q1	$299K	Sell	2,311 -4,232	-65%	-$632K	0.02%	497
2024 Q4	$1.09M	Buy	6,543 +2,511	+62%	+$349K	0.06%	218
2024 Q3	$504K	Buy	+4,032	New	+$342K	0.03%	377

Other funds holding VST

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Diversify Advisory Services's VST Position: Q3 2026 in Review

Diversify Advisory Services increased its Vistra (VST) stake by 1.7% in Q3 2026, buying an estimated $70.8K and bringing the position to 29,137 shares worth $4.49M. The position accounts for 0.07% of the portfolio, ranked #251.

Diversify Advisory Services first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.5M in Q2 2026. 222 funds tracked by Wall St. Rank hold VST as of Q3 2026.

Diversify Advisory Services held 29,137 shares of Vistra worth $4.49M as of Q3 2026.
Diversify Advisory Services bought 481 Vistra shares in Q3 2026, an estimated $70.8K.
Vistra made up 0.07% of Diversify Advisory Services's portfolio in Q3 2026, its #251 holding.
Diversify Advisory Services first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
Diversify Advisory Services's Vistra position peaked at $4.5M in Q2 2026.
222 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.