BW
VST icon

Balance Wealth’s Vistra VST Stock Holding History

Balance Wealth’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 		$506K Buy
3,193
+13
+0.4% +$2.02K 0.13% 92
2026
Q1 		$478K Buy
3,180
+6
+0.2% +$971 0.15% 89
2025
Q4 		$512K Sell
3,174
-3
-0.1% -$546 0.16% 87
2025
Q3 		$622K Buy
+3,177
New +$629K 0.15% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Balance Wealth's VST Position: Q2 2026 in Review

Balance Wealth increased its Vistra (VST) stake by 0.41% in Q2 2026, buying an estimated $2.02K and bringing the position to 3,193 shares worth $506K. The position accounts for 0.13% of the portfolio, ranked #92.

Balance Wealth first reported a position in VST in Q3 2025 and has held it in 4 quarters since. The position peaked at $622K in Q3 2025. 337 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Balance Wealth held 3,193 shares of Vistra worth $506K as of Q2 2026.
  • Balance Wealth bought 13 Vistra shares in Q2 2026, an estimated $2.02K.
  • Vistra made up 0.13% of Balance Wealth's portfolio in Q2 2026, its #92 holding.
  • Balance Wealth first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
  • Balance Wealth's Vistra position peaked at $622K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.