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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Vistra VST Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q2 		– Sell
-7,184
Closed -$844K – 92
2025
Q1 		$844K Sell
7,184
-117
-2% -$17.5K 0.6% 58
2024
Q4 		$1.01M Buy
+7,301
New +$1.01M 0.68% 48

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FIG FINANCIAL ADVISORY SERVICES INC /ADV's VST Position: Q2 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Vistra (VST) in Q2 2025, closing a stake of 7,184 shares — an estimated $844K sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in VST in Q4 2024 and held it in 2 quarters. The position peaked at $1.01M in Q4 2024. 1,274 funds tracked by Wall St. Rank hold VST as of Q2 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Vistra position as of Q2 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 7,184 Vistra shares in Q2 2025, an estimated $844K.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Vistra in Q4 2024 and held it in 2 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Vistra position peaked at $1.01M in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held Vistra as of Q2 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2025, filed 10 Aug 2026.