Sigma Planning Corp
VST icon

Sigma Planning Corp’s Vistra VST Stock Holding History

Sigma Planning Corp’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 		$504K Sell
3,610
-268
-7% -$39.4K 0.01% 833
2026
Q2 		$615K Sell
3,878
-11
-0.3% -$1.71K 0.02% 823
2026
Q1 		$585K Sell
3,889
-1,653
-30% -$268K 0.02% 773
2025
Q4 		$1.01M Buy
5,542
+12
+0.2% +$2.19K 0.03% 530
2025
Q3 		$1.08M Sell
5,530
-3,226
-37% -$639K 0.03% 500
2025
Q2 		$1.7M Buy
8,756
+322
+4% +$47.6K 0.05% 347
2025
Q1 		$990K Buy
8,434
+447
+6% +$66.8K 0.03% 496
2024
Q4 		$1.1M Sell
7,987
-2,112
-21% -$293K 0.03% 460
2024
Q3 		$1.2M Sell
10,099
-3,390
-25% -$288K 0.04% 443
2024
Q2 		$1.16M Sell
13,489
-1,806
-12% -$151K 0.04% 435
2024
Q1 		$1.07M Buy
15,295
+517
+3% +$25.6K 0.03% 485
2023
Q4 		$569K Sell
14,778
-15,164
-51% -$527K 0.04% 420
2023
Q3 		$994K Buy
+29,942
New +$899K 0.04% 468
2018
Q4 		– Sell
-8,450
Closed -$210K – 985
2018
Q3 		$210K Buy
+8,450
New +$194K 0.01% 864

Other funds holding VST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sigma Planning Corp's VST Position: Q3 2026 in Review

Sigma Planning Corp reduced its Vistra (VST) stake by 6.9% in Q3 2026, selling an estimated $39.4K and leaving 3,610 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #833.

Sigma Planning Corp first reported a position in VST in Q3 2018 and has held it in 14 quarters since. The position peaked at $1.7M in Q2 2025. 733 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Sigma Planning Corp held 3,610 shares of Vistra worth $504K as of Q3 2026.
  • Sigma Planning Corp sold 268 Vistra shares in Q3 2026, an estimated $39.4K.
  • Vistra made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #833 holding.
  • Sigma Planning Corp first reported a position in Vistra in Q3 2018 and has held it in 14 quarters since.
  • Sigma Planning Corp's Vistra position peaked at $1.7M in Q2 2025.
  • 733 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.