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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
+7,500
+33% +$1.11M 0.27% 76
2025
Q1 		$2.64M Buy
+22,500
New +$3.36M 0.08% 257

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 9 quarters since. The position peaked at $2.1M in Q2 2025. 1,407 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 9 quarters since.
  • B. Riley Wealth Advisors's Vistra position peaked at $2.1M in Q2 2025.
  • 1,407 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.