PWMAI
VISN

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vistance Networks Inc VISN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio VISN Stock Details VISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-375
Closed -$6.83K – 550
2026
Q1 		$6.83K Sell
375
-375
-50% -$6.84K ﹤0.01% 413
2025
Q4 		$13.6K Hold
750
– – ﹤0.01% 394
2025
Q3 		$11.6K Buy
+750
New +$9.74K ﹤0.01% 396

Other funds holding VISN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VISN Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Vistance Networks Inc (VISN) in Q2 2026, closing a stake of 375 shares — an estimated $6.83K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VISN in Q3 2025 and held it in 3 quarters. The position peaked at $13.6K in Q4 2025. 126 funds tracked by Wall St. Rank hold VISN as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Vistance Networks Inc position as of Q2 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 375 Vistance Networks Inc shares in Q2 2026, an estimated $6.83K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vistance Networks Inc in Q3 2025 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vistance Networks Inc position peaked at $13.6K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.