Independent Financial Group
VISN icon

Independent Financial Group’s Vistance Networks Inc VISN Stock Holding History

Independent Financial Group’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
Q3 		$71K Sell
11,869
-5,943
-33% -$58.4K ﹤0.01% 1565
2026
Q2 		$228K Buy
17,812
+2,856
+19% +$40.3K ﹤0.01% 1404
2026
Q1 		$272K Buy
+14,956
New +$273K 0.01% 1210

Other funds holding VISN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Independent Financial Group's VISN Position: Q3 2026 in Review

Independent Financial Group reduced its Vistance Networks Inc (VISN) stake by 33% in Q3 2026, selling an estimated $58.4K and leaving 11,869 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Independent Financial Group first reported a position in VISN in Q1 2026 and has held it in 3 quarters since. The position peaked at $272K in Q1 2026. 13 funds tracked by Wall St. Rank hold VISN as of Q3 2026.

  • Independent Financial Group held 11,869 shares of Vistance Networks Inc worth $71K as of Q3 2026.
  • Independent Financial Group sold 5,943 Vistance Networks Inc shares in Q3 2026, an estimated $58.4K.
  • Vistance Networks Inc made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1565 holding.
  • Independent Financial Group first reported a position in Vistance Networks Inc in Q1 2026 and has held it in 3 quarters since.
  • Independent Financial Group's Vistance Networks Inc position peaked at $272K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q3 2026.

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