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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 		– Sell
-400
Closed -$3.35K – 2256
2026
Q1 		$3.35K Buy
+400
New +$64.7K ﹤0.01% 1917

Other funds holding VST

SC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 173 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.
  • 173 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.