Summit Global Investments
VST icon

Summit Global Investments’s Vistra VST Stock Holding History

Summit Global Investments’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 		$410K Hold
2,964
– – 0.02% 388
2026
Q2 		$470K Buy
2,964
+634
+27% +$98.4K 0.03% 354
2026
Q1 		$350K Buy
2,330
+7
+0.3% +$1.13K 0.02% 393
2025
Q4 		$375K Buy
2,323
+1,024
+79% +$187K 0.02% 385
2025
Q3 		$254K Buy
+1,299
New +$257K 0.01% 420

Other funds holding VST

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Summit Global Investments's VST Position: Q3 2026 in Review

Summit Global Investments held its Vistra (VST) position steady in Q3 2026 at 2,964 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #388.

Summit Global Investments first reported a position in VST in Q3 2025 and has held it in 5 quarters since. The position peaked at $470K in Q2 2026. 568 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Summit Global Investments held 2,964 shares of Vistra worth $410K as of Q3 2026.
  • Summit Global Investments left its Vistra share count unchanged in Q3 2026.
  • Vistra made up 0.02% of Summit Global Investments's portfolio in Q3 2026, its #388 holding.
  • Summit Global Investments first reported a position in Vistra in Q3 2025 and has held it in 5 quarters since.
  • Summit Global Investments's Vistra position peaked at $470K in Q2 2026.
  • 568 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.