Fiduciary Financial Group
VST icon

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
Q3 		$314K Sell
2,270
-1,681
-43% -$247K 0.04% 294
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Fiduciary Financial Group's VST Position: Q3 2026 in Review

Fiduciary Financial Group reduced its Vistra (VST) stake by 43% in Q3 2026, selling an estimated $247K and leaving 2,270 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #294.

Fiduciary Financial Group first reported a position in VST in Q2 2024 and has held it in 10 quarters since. The position peaked at $627K in Q2 2026. 568 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Fiduciary Financial Group held 2,270 shares of Vistra worth $314K as of Q3 2026.
  • Fiduciary Financial Group sold 1,681 Vistra shares in Q3 2026, an estimated $247K.
  • Vistra made up 0.04% of Fiduciary Financial Group's portfolio in Q3 2026, its #294 holding.
  • Fiduciary Financial Group first reported a position in Vistra in Q2 2024 and has held it in 10 quarters since.
  • Fiduciary Financial Group's Vistra position peaked at $627K in Q2 2026.
  • 568 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.