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 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

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

Sigma Planning Corp's VST Position: Q2 2026 in Review

Sigma Planning Corp reduced its Vistra (VST) stake by 0.28% in Q2 2026, selling an estimated $1.71K and leaving 3,878 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #823.

Sigma Planning Corp first reported a position in VST in Q3 2018 and has held it in 13 quarters since. The position peaked at $1.7M in Q2 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Sigma Planning Corp held 3,878 shares of Vistra worth $615K as of Q2 2026.
Sigma Planning Corp sold 11 Vistra shares in Q2 2026, an estimated $1.71K.
Vistra made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #823 holding.
Sigma Planning Corp first reported a position in Vistra in Q3 2018 and has held it in 13 quarters since.
Sigma Planning Corp's Vistra position peaked at $1.7M in Q2 2025.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.