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 Q2	$1.15M	Buy	8,040 +1,120	+16%	+$174K	0.54%	67
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sun Financial's VST Position: Q2 2026 in Review

Sun Financial increased its Vistra (VST) stake by 16% in Q2 2026, buying an estimated $174K and bringing the position to 8,040 shares worth $1.15M. The position accounts for 0.54% of the portfolio, ranked #67.

Sun Financial first reported a position in VST in Q4 2025 and has held it in 3 quarters since. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Sun Financial held 8,040 shares of Vistra worth $1.15M as of Q2 2026.
Sun Financial bought 1,120 Vistra shares in Q2 2026, an estimated $174K.
Vistra made up 0.54% of Sun Financial's portfolio in Q2 2026, its #67 holding.
Sun Financial first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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