Quantum Financial Advisors’s Vistra VST Stock Holding History

Quantum Financial Advisors’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	$389K	Sell	2,450 -8	-0.3%	-$1.24K	0.04%	151
2026 Q1	$370K	Sell	2,458 -38	-2%	-$6.15K	0.04%	136
2025 Q4	$403K	Buy	2,496 +2	+0.1%	+$364	0.05%	134
2025 Q3	$489K	Hold	2,494	–	–	0.06%	97
2025 Q2	$483K	Sell	2,494 -60	-2%	-$8.88K	0.07%	91
2025 Q1	$300K	Hold	2,554	–	–	0.04%	120
2024 Q4	$352K	Sell	2,554 -12	-0.5%	-$1.67K	0.05%	112
2024 Q3	$304K	Sell	2,566 -5	-0.2%	-$424	0.05%	122
2024 Q2	$221K	Buy	+2,571	New	+$215K	0.04%	149

Other funds holding VST

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

SEIA

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

AIP

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

KMC

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

FFM

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

NCM

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

UBP

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

CAM

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

CNB

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

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

Quantum Financial Advisors's VST Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Vistra (VST) stake by 0.33% in Q2 2026, selling an estimated $1.24K and leaving 2,450 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #151.

Quantum Financial Advisors first reported a position in VST in Q2 2024 and has held it in 9 quarters since. The position peaked at $489K in Q3 2025. 173 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Quantum Financial Advisors held 2,450 shares of Vistra worth $389K as of Q2 2026.
Quantum Financial Advisors sold 8 Vistra shares in Q2 2026, an estimated $1.24K.
Vistra made up 0.04% of Quantum Financial Advisors's portfolio in Q2 2026, its #151 holding.
Quantum Financial Advisors first reported a position in Vistra in Q2 2024 and has held it in 9 quarters since.
Quantum Financial Advisors's Vistra position peaked at $489K in Q3 2025.
173 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.