B.A. Schrock Wealth Management, Inc.’s Vistra VST Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$1.93M	Buy	+13,819	New	+$2.03M	0.71%	47

Other funds holding VST

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

SCM

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s VST Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Vistra (VST) in Q3 2026: 13,819 shares worth $1.93M. The stake represents 0.71% of the portfolio and ranks #47 among its holdings.

131 funds tracked by Wall St. Rank hold VST as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 13,819 shares of Vistra worth $1.93M as of Q3 2026.
Vistra was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Vistra made up 0.71% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #47 holding.
131 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.