B. Riley Wealth Advisors
VST icon

B. Riley Wealth Advisors’s Vistra VST Stock Holding History

B. Riley Wealth Advisors’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
Q3 		$340K Buy
2,460
+488
+25% +$71.8K 0.01% 696
2026
Q2 		$320K Sell
1,972
-3,884
-66% -$603K 0.02% 606
2026
Q1 		$864K Buy
5,856
+368
+7% +$59.6K 0.05% 313
2025
Q4 		$885K Buy
5,488
+3,017
+122% +$550K 0.04% 373
2025
Q3 		$484K Sell
2,471
-8,373
-77% -$1.66M 0.02% 543
2025
Q2 		$2.1M Sell
10,844
-885
-8% -$131K 0.1% 198
2025
Q1 		$1.38M Buy
11,729
+4,027
+52% +$602K 0.04% 400
2024
Q4 		$1.06M Buy
7,702
+2,849
+59% +$396K 0.03% 434
2024
Q3 		$622K Buy
4,853
+2,355
+94% +$200K 0.02% 668
2024
Q2 		$215K Buy
+2,498
New +$209K 0.01% 1201

Other funds holding VST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

B. Riley Wealth Advisors's VST Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its Vistra (VST) stake by 25% in Q3 2026, buying an estimated $71.8K and bringing the position to 2,460 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #696.

B. Riley Wealth Advisors first reported a position in VST in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.1M in Q2 2025. 764 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • B. Riley Wealth Advisors held 2,460 shares of Vistra worth $340K as of Q3 2026.
  • B. Riley Wealth Advisors bought 488 Vistra shares in Q3 2026, an estimated $71.8K.
  • Vistra made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #696 holding.
  • B. Riley Wealth Advisors first reported a position in Vistra in Q2 2024 and has held it in 10 quarters since.
  • B. Riley Wealth Advisors's Vistra position peaked at $2.1M in Q2 2025.
  • 764 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.