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 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 $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

Aviso Financial's VST Position: Q1 2026 in Review

Aviso Financial opened a new position in Vistra (VST) in Q1 2026: 4,506 shares worth $677K. The stake represents 0.02% of the portfolio and ranks #179 among its holdings. This is a return to the name: Aviso Financial previously reported a position in VST as recently as Q3 2025.

Aviso Financial first reported a position in VST in Q3 2024 and has held it in 6 quarters since. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Aviso Financial held 4,506 shares of Vistra worth $677K as of Q1 2026.
Vistra was a new Aviso Financial position in Q1 2026.
Vistra made up 0.02% of Aviso Financial's portfolio in Q1 2026, its #179 holding.
Aviso Financial first reported a position in Vistra in Q3 2024 and has held it in 6 quarters since.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.