Vista Finance
PLUS icon

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
Q3 		$352K Sell
3,911
-233
-6% -$20.8K 0.19% 32
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Vista Finance's PLUS Position: Q3 2026 in Review

Vista Finance reduced its ePlus (PLUS) stake by 5.6% in Q3 2026, selling an estimated $20.8K and leaving 3,911 shares worth $352K. The position accounts for 0.19% of the portfolio, ranked #32.

Vista Finance first reported a position in PLUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $400K in Q4 2025. 149 funds tracked by Wall St. Rank hold PLUS as of Q3 2026.

  • Vista Finance held 3,911 shares of ePlus worth $352K as of Q3 2026.
  • Vista Finance sold 233 ePlus shares in Q3 2026, an estimated $20.8K.
  • ePlus made up 0.19% of Vista Finance's portfolio in Q3 2026, its #32 holding.
  • Vista Finance first reported a position in ePlus in Q4 2024 and has held it in 8 quarters since.
  • Vista Finance's ePlus position peaked at $400K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held ePlus as of Q3 2026.

Based on Vista Finance's 13F filing for Q3 2026, filed 23 Oct 2026.