Plan Group Financial
VST icon

Plan Group Financial’s Vistra VST Stock Holding History

Plan Group Financial’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 		$279K Sell
1,854
-136
-7% -$20K 0.05% 187
2026
Q2 		$316K Hold
1,990
– – 0.07% 171
2026
Q1 		$299K Hold
1,990
– – 0.07% 171
2025
Q4 		$321K Hold
1,990
– – 0.08% 151
2025
Q3 		$390K Hold
1,990
– – 0.1% 128
2025
Q2 		$386K Hold
1,990
– – 0.13% 120
2025
Q1 		$234K Buy
+1,990
New +$297K 0.08% 130

Other funds holding VST

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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 $987M AUM 57.18% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

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

Plan Group Financial reduced its Vistra (VST) stake by 6.8% in Q3 2026, selling an estimated $20K and leaving 1,854 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #187.

Plan Group Financial first reported a position in VST in Q1 2025 and has held it in 7 quarters since. The position peaked at $390K in Q3 2025. 344 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Plan Group Financial held 1,854 shares of Vistra worth $279K as of Q3 2026.
  • Plan Group Financial sold 136 Vistra shares in Q3 2026, an estimated $20K.
  • Vistra made up 0.05% of Plan Group Financial's portfolio in Q3 2026, its #187 holding.
  • Plan Group Financial first reported a position in Vistra in Q1 2025 and has held it in 7 quarters since.
  • Plan Group Financial's Vistra position peaked at $390K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.