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Summit Financial’s Vistra VST Stock Holding History

Summit Financial’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
Q1 		$6.65M Buy
44,216
+41,581
+1,578% +$6.73M 0.08% 251
2025
Q4 		$425K Buy
2,635
+552
+27% +$101K 0.01% 940
2025
Q3 		$408K Buy
2,083
+559
+37% +$111K 0.01% 951
2025
Q2 		$295K Buy
+1,524
New +$226K 0.01% 688

Other funds holding VST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial's VST Position: Q1 2026 in Review

Summit Financial increased its Vistra (VST) stake by 1,578% in Q1 2026, buying an estimated $6.73M and bringing the position to 44,216 shares worth $6.65M. The position accounts for 0.08% of the portfolio, ranked #251.

Summit Financial first reported a position in VST in Q2 2025 and has held it in 4 quarters since. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Summit Financial held 44,216 shares of Vistra worth $6.65M as of Q1 2026.
  • Summit Financial bought 41,581 Vistra shares in Q1 2026, an estimated $6.73M.
  • Vistra made up 0.08% of Summit Financial's portfolio in Q1 2026, its #251 holding.
  • Summit Financial first reported a position in Vistra in Q2 2025 and has held it in 4 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.