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Fiduciary Financial Group’s Vistra VST Stock Holding History

Fiduciary Financial Group’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 		$627K Buy
3,951
+1,672
+73% +$259K 0.07% 161
2026
Q1 		$343K Sell
2,279
-31
-1% -$5.02K 0.05% 250
2025
Q4 		$373K Sell
2,310
-105
-4% -$19.1K 0.05% 225
2025
Q3 		$473K Buy
2,415
+1
+0% +$198 0.07% 156
2025
Q2 		$447K Sell
2,414
-276
-10% -$40.8K 0.08% 151
2025
Q1 		$294K Buy
2,690
+39
+1% +$5.83K 0.06% 196
2024
Q4 		$442K Buy
2,651
+105
+4% +$14.6K 0.1% 130
2024
Q3 		$326K Sell
2,546
-143
-5% -$12.1K 0.07% 190
2024
Q2 		$231K Buy
+2,689
New +$225K 0.06% 233

Other funds holding VST

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
CS
CapitalatWork SA Auderghem $3.99B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

Fiduciary Financial Group's VST Position: Q2 2026 in Review

Fiduciary Financial Group increased its Vistra (VST) stake by 73% in Q2 2026, buying an estimated $259K and bringing the position to 3,951 shares worth $627K. The position accounts for 0.07% of the portfolio, ranked #161.

Fiduciary Financial Group first reported a position in VST in Q2 2024 and has held it in 9 quarters since. 519 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Fiduciary Financial Group held 3,951 shares of Vistra worth $627K as of Q2 2026.
  • Fiduciary Financial Group bought 1,672 Vistra shares in Q2 2026, an estimated $259K.
  • Vistra made up 0.07% of Fiduciary Financial Group's portfolio in Q2 2026, its #161 holding.
  • Fiduciary Financial Group first reported a position in Vistra in Q2 2024 and has held it in 9 quarters since.
  • 519 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.