Sound Income Strategies’s Vistra VST Stock Holding History

Sound Income Strategies’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	$400K	Buy	2,559 +751	+42%	+$110K	0.02%	323
2026 Q2	$287K	Buy	1,808 +816	+82%	+$127K	0.01%	386
2026 Q1	$153K	Sell	992 -57	-5%	-$9.23K	0.01%	485
2025 Q4	$175K	Buy	1,049 +338	+48%	+$61.6K	0.01%	451
2025 Q3	$149K	Buy	711 +1	+0.1%	+$198	0.01%	339
2025 Q2	$138K	Buy	710 +703	+10,043%	+$104K	0.01%	335
2025 Q1	$822	Hold	7	–	–	﹤0.01%	1371
2024 Q4	$977	Sell	7 -621	-99%	-$86.2K	﹤0.01%	1279
2024 Q3	$74.4K	Buy	+628	New	+$53.3K	﹤0.01%	384

Other funds holding VST

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

SCM

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sound Income Strategies's VST Position: Q3 2026 in Review

Sound Income Strategies increased its Vistra (VST) stake by 42% in Q3 2026, buying an estimated $110K and bringing the position to 2,559 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #323.

Sound Income Strategies first reported a position in VST in Q3 2024 and has held it in 9 quarters since. 149 funds tracked by Wall St. Rank hold VST as of Q3 2026.

Sound Income Strategies held 2,559 shares of Vistra worth $400K as of Q3 2026.
Sound Income Strategies bought 751 Vistra shares in Q3 2026, an estimated $110K.
Vistra made up 0.02% of Sound Income Strategies's portfolio in Q3 2026, its #323 holding.
Sound Income Strategies first reported a position in Vistra in Q3 2024 and has held it in 9 quarters since.
149 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.