Ameritas Advisory Services’s Vistra VST Stock Holding History

Ameritas Advisory Services’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 Q1	–	Sell	-7,656	Closed	-$1.24M	–	1135
2025 Q4	$1.24M	Buy	7,656 +7,556	+7,556%	+$1.38M	0.05%	325
2025 Q3	$19.6K	Sell	100 -1,021	-91%	-$202K	﹤0.01%	1451
2025 Q2	$217K	Buy	+1,121	New	+$166K	0.01%	709
2023 Q2	–	Sell	-1,233	Closed	-$29.2K	–	2481
2023 Q1	$29.2K	Buy	+1,233	New	+$28.6K	﹤0.01%	1475

Other funds holding VST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameritas Advisory Services's VST Position: Q1 2026 in Review

Ameritas Advisory Services sold out of Vistra (VST) in Q1 2026, closing a stake of 7,656 shares — an estimated $1.24M sold.

Ameritas Advisory Services first reported a position in VST in Q1 2023 and held it in 4 quarters. The position peaked at $1.24M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Ameritas Advisory Services reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
Ameritas Advisory Services sold 7,656 Vistra shares in Q1 2026, an estimated $1.24M.
Ameritas Advisory Services first reported a position in Vistra in Q1 2023 and held it in 4 quarters.
Ameritas Advisory Services's Vistra position peaked at $1.24M in Q4 2025.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.