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Dynamic Advisor Solutions’s Vistra VST Stock Holding History

Dynamic Advisor Solutions’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 		$3.5M Buy
22,047
+1,307
+6% +$203K 0.1% 219
2026
Q1 		$3.12M Buy
20,740
+1,264
+6% +$205K 0.1% 223
2025
Q4 		$3.14M Buy
19,476
+15,872
+440% +$2.89M 0.1% 210
2025
Q3 		$706K Buy
3,604
+184
+5% +$36.5K 0.02% 543
2025
Q2 		$663K Sell
3,420
-255
-7% -$37.7K 0.02% 542
2025
Q1 		$432K Buy
+3,675
New +$549K 0.01% 616

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

Dynamic Advisor Solutions's VST Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Vistra (VST) stake by 6.3% in Q2 2026, buying an estimated $203K and bringing the position to 22,047 shares worth $3.5M. The position accounts for 0.1% of the portfolio, ranked #219.

Dynamic Advisor Solutions first reported a position in VST in Q1 2025 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Dynamic Advisor Solutions held 22,047 shares of Vistra worth $3.5M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,307 Vistra shares in Q2 2026, an estimated $203K.
  • Vistra made up 0.1% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #219 holding.
  • Dynamic Advisor Solutions first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
  • 245 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.