Sequoia Financial Advisors’s Vistra VST Stock Holding History

Sequoia 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	$2.85M	Sell	17,939 -3,303	-16%	-$512K	0.01%	494
2026 Q1	$3.19M	Buy	21,242 +8,615	+68%	+$1.39M	0.02%	440
2025 Q4	$2.04M	Sell	12,627 -725	-5%	-$132K	0.01%	566
2025 Q3	$2.62M	Buy	13,352 +1,037	+8%	+$205K	0.02%	450
2025 Q2	$2.39M	Sell	12,315 -2,902	-19%	-$429K	0.02%	429
2025 Q1	$1.79M	Buy	15,217 +465	+3%	+$69.5K	0.01%	460
2024 Q4	$2.03M	Buy	14,752 +10,694	+264%	+$1.48M	0.02%	401
2024 Q3	$481K	Sell	4,058 -915	-18%	-$77.7K	0.01%	761
2024 Q2	$428K	Buy	4,973 +1,965	+65%	+$164K	0.01%	758
2024 Q1	$209K	Buy	+3,008	New	+$149K	﹤0.01%	1041

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Vistra (VST) stake by 16% in Q2 2026, selling an estimated $512K and leaving 17,939 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #494.

Sequoia Financial Advisors first reported a position in VST in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.19M in Q1 2026. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Sequoia Financial Advisors held 17,939 shares of Vistra worth $2.85M as of Q2 2026.
Sequoia Financial Advisors sold 3,303 Vistra shares in Q2 2026, an estimated $512K.
Vistra made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #494 holding.
Sequoia Financial Advisors first reported a position in Vistra in Q1 2024 and has held it in 10 quarters since.
Sequoia Financial Advisors's Vistra position peaked at $3.19M in Q1 2026.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.