KMG Fiduciary Partners’s Vistra VST Stock Holding History

KMG Fiduciary Partners’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	$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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return