AFWM
VST icon

Abich Financial Wealth Management’s Vistra VST Stock Holding History

Abich Financial Wealth Management’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
Q3 		$110K Buy
+560
New +$111K 0.04% 218
2024
Q2 		– Sell
-84
Closed -$5.85K – 881
2024
Q1 		$5.85K Buy
84
+18
+27% +$890 ﹤0.01% 279
2023
Q4 		$2.54K Buy
+66
New +$2.3K ﹤0.01% 300

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Abich Financial Wealth Management's VST Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Vistra (VST) in Q3 2025: 560 shares worth $110K. The stake represents 0.04% of the portfolio and ranks #218 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in VST as recently as Q1 2024.

Abich Financial Wealth Management first reported a position in VST in Q4 2023 and has held it in 3 quarters since. 1,338 funds tracked by Wall St. Rank hold VST as of Q3 2025.

  • Abich Financial Wealth Management held 560 shares of Vistra worth $110K as of Q3 2025.
  • Vistra was a new Abich Financial Wealth Management position in Q3 2025.
  • Vistra made up 0.04% of Abich Financial Wealth Management's portfolio in Q3 2025, its #218 holding.
  • Abich Financial Wealth Management first reported a position in Vistra in Q4 2023 and has held it in 3 quarters since.
  • 1,338 funds tracked by Wall St. Rank held Vistra as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.