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	$936K	Hold	5,900	–	–	﹤0.01%	985
2026 Q1	$887K	Buy	+5,900	New	+$955K	0.01%	948
2025 Q4	–	Sell	-5,900	Closed	-$1.07M	–	916
2025 Q3	$1.16M	Buy	+5,900	New	+$1.17M	0.01%	716
2025 Q2	–	Hold	0	–	–	–	640
2025 Q1	–	Hold	0	–	–	–	576

Other funds holding VST

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

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 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

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. 202 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.
202 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.