Sun Financial’s Vistra VST Stock Holding History

Sun 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	$982K	Buy	6,920 +305	+5%	+$49.4K	0.49%	64
2025 Q4	$1.07M	Buy	+6,615	New	+$1.2M	0.59%	59

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sun Financial's VST Position: Q1 2026 in Review

Sun Financial increased its Vistra (VST) stake by 4.6% in Q1 2026, buying an estimated $49.4K and bringing the position to 6,920 shares worth $982K. The position accounts for 0.49% of the portfolio, ranked #64.

Sun Financial first reported a position in VST in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.07M in Q4 2025. 1,313 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Sun Financial held 6,920 shares of Vistra worth $982K as of Q1 2026.
Sun Financial bought 305 Vistra shares in Q1 2026, an estimated $49.4K.
Vistra made up 0.49% of Sun Financial's portfolio in Q1 2026, its #64 holding.
Sun Financial first reported a position in Vistra in Q4 2025 and has held it in 2 quarters since.
Sun Financial's Vistra position peaked at $1.07M in Q4 2025.
1,313 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

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