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 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	Buy	+10,844	New	+$1.6M	0.1%	198
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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

B. Riley Wealth Advisors's VST Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Vistra (VST) stake by 66% in Q2 2026, selling an estimated $603K and leaving 1,972 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #606.

B. Riley Wealth Advisors first reported a position in VST in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.1M in Q2 2025. 241 funds tracked by Wall St. Rank hold VST as of Q2 2026.

B. Riley Wealth Advisors held 1,972 shares of Vistra worth $320K as of Q2 2026.
B. Riley Wealth Advisors sold 3,884 Vistra shares in Q2 2026, an estimated $603K.
Vistra made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #606 holding.
B. Riley Wealth Advisors first reported a position in Vistra in Q2 2024 and has held it in 8 quarters since.
B. Riley Wealth Advisors's Vistra position peaked at $2.1M in Q2 2025.
241 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.