Superior Planning, LLC’s Vistra VST Stock Holding History

Superior Planning, LLC’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	$26.6K	Buy	+192	New	+$28.2K	0.01%	590

Other funds holding VST

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Superior Planning, LLC's VST Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vistra (VST) in Q3 2026: 192 shares worth $26.6K. The stake represents 0.01% of the portfolio and ranks #590 among its holdings.

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

Superior Planning, LLC held 192 shares of Vistra worth $26.6K as of Q3 2026.
Vistra was a new Superior Planning, LLC position in Q3 2026.
Vistra made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #590 holding.
968 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.