Allied Private Wealth’s Vistra VST Stock Holding History

Allied Private Wealth’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 Q2	$242K	Buy	+1,564	New	+$243K	0.16%	103

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allied Private Wealth's VST Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Vistra (VST) in Q2 2026: 1,564 shares worth $242K. The stake represents 0.16% of the portfolio and ranks #103 among its holdings.

1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Allied Private Wealth held 1,564 shares of Vistra worth $242K as of Q2 2026.
Vistra was a new Allied Private Wealth position in Q2 2026.
Vistra made up 0.16% of Allied Private Wealth's portfolio in Q2 2026, its #103 holding.
1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.