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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 		$65K Sell
400
-29,600
-99% -$4.59M ﹤0.01% 856
2026
Q1 		$44.3K Buy
30,000
+27,000
+900% +$4.37M ﹤0.01% 833
2025
Q4 		$484K Buy
+3,000
New +$546K 0.02% 533
2025
Q3 		– Sell
-30,000
Closed -$5.81M – 1183
2025
Q2 		$5.81M Buy
+30,000
New +$4.44M 0.27% 76

Other funds holding VST

SC
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.