KMG Fiduciary Partners’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$452K Buy
2,847
+207
+8% +$32.1K 0.04% 158
2026
Q1
$397K Hold
2,640
– – 0.03% 213
2025
Q4
$426K Buy
2,640
+5
+0.2% +$911 0.03% 206
2025
Q3
$516K Buy
2,635
+2
+0.1% +$396 0.03% 230
2025
Q2
$510K Buy
2,633
+2
+0.1% +$296 0.04% 230
2025
Q1
$309K Buy
2,631
+3
+0.1% +$448 0.03% 250
2024
Q4
$362K Buy
2,628
+3
+0.1% +$417 0.03% 232
2024
Q3
$311K Buy
2,625
+4
+0.2% +$339 0.03% 237
2024
Q2
$225K Buy
+2,621
New +$219K 0.02% 230

Other funds holding VST

KMG Fiduciary Partners's VST Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Vistra (VST) stake by 7.8% in Q2 2026, buying an estimated $32.1K and bringing the position to 2,847 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #158.

KMG Fiduciary Partners first reported a position in VST in Q2 2024 and has held it in 9 quarters since. The position peaked at $516K in Q3 2025. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • KMG Fiduciary Partners held 2,847 shares of Vistra worth $452K as of Q2 2026.
  • KMG Fiduciary Partners bought 207 Vistra shares in Q2 2026, an estimated $32.1K.
  • Vistra made up 0.04% of KMG Fiduciary Partners's portfolio in Q2 2026, its #158 holding.
  • KMG Fiduciary Partners first reported a position in Vistra in Q2 2024 and has held it in 9 quarters since.
  • KMG Fiduciary Partners's Vistra position peaked at $516K in Q3 2025.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.