Aviso Financial’s Vistra VST Stock Holding History

Aviso Financial’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	$750K	Buy	4,730 +224	+5%	+$34.8K	0.03%	146
2026 Q1	$677K	Buy	+4,506	New	+$729K	0.02%	179
2025 Q4	–	Sell	-287	Closed	-$56.2K	–	371
2025 Q3	$56.2K	Hold	287	–	–	﹤0.01%	252
2025 Q2	$55.6K	Hold	287	–	–	﹤0.01%	252
2025 Q1	$33.7K	Hold	287	–	–	﹤0.01%	262
2024 Q4	$39.6K	Hold	287	–	–	﹤0.01%	265
2024 Q3	$34K	Buy	+287	New	+$24.4K	﹤0.01%	271

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

Aviso Financial's VST Position: Q2 2026 in Review

Aviso Financial increased its Vistra (VST) stake by 5% in Q2 2026, buying an estimated $34.8K and bringing the position to 4,730 shares worth $750K. The position accounts for 0.03% of the portfolio, ranked #146.

Aviso Financial first reported a position in VST in Q3 2024 and has held it in 7 quarters since. 1,408 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Aviso Financial held 4,730 shares of Vistra worth $750K as of Q2 2026.
Aviso Financial bought 224 Vistra shares in Q2 2026, an estimated $34.8K.
Vistra made up 0.03% of Aviso Financial's portfolio in Q2 2026, its #146 holding.
Aviso Financial first reported a position in Vistra in Q3 2024 and has held it in 7 quarters since.
1,408 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.