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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
Q2 		$809K Sell
5,100
-39,116
-88% -$6.07M 0.01% 910
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Financial's VST Position: Q2 2026 in Review

Summit Financial reduced its Vistra (VST) stake by 88% in Q2 2026, selling an estimated $6.07M and leaving 5,100 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #910.

Summit Financial first reported a position in VST in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.65M in Q1 2026. 1,407 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Summit Financial held 5,100 shares of Vistra worth $809K as of Q2 2026.
  • Summit Financial sold 39,116 Vistra shares in Q2 2026, an estimated $6.07M.
  • Vistra made up 0.01% of Summit Financial's portfolio in Q2 2026, its #910 holding.
  • Summit Financial first reported a position in Vistra in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's Vistra position peaked at $6.65M in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.