VF
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Vista Finance’s ePlus PLUS Stock Holding History

Vista Finance’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Sell
4,144
-210
-5% -$17.5K 0.19% 36
2026
Q1 		$328K Sell
4,354
-208
-5% -$17.1K 0.26% 29
2025
Q4 		$400K Sell
4,562
-228
-5% -$18.8K 0.26% 27
2025
Q3 		$340K Sell
4,790
-4
-0.1% -$282 0.23% 36
2025
Q2 		$346K Buy
4,794
+188
+4% +$12.4K 0.3% 35
2025
Q1 		$281K Buy
4,606
+333
+8% +$23.6K 0.24% 44
2024
Q4 		$316K Buy
+4,273
New +$373K 0.32% 38

Other funds holding PLUS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Vista Finance's PLUS Position: Q2 2026 in Review

Vista Finance reduced its ePlus (PLUS) stake by 4.8% in Q2 2026, selling an estimated $17.5K and leaving 4,144 shares worth $345K. The position accounts for 0.19% of the portfolio, ranked #36.

Vista Finance first reported a position in PLUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $400K in Q4 2025. 69 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Vista Finance held 4,144 shares of ePlus worth $345K as of Q2 2026.
  • Vista Finance sold 210 ePlus shares in Q2 2026, an estimated $17.5K.
  • ePlus made up 0.19% of Vista Finance's portfolio in Q2 2026, its #36 holding.
  • Vista Finance first reported a position in ePlus in Q4 2024 and has held it in 7 quarters since.
  • Vista Finance's ePlus position peaked at $400K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.