BWP
VST icon

Balboa Wealth Partners’s Vistra VST Stock Holding History

Balboa Wealth Partners’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 		$421K Buy
+2,651
New +$411K 0.06% 269
2026
Q1 		– Sell
-1,342
Closed -$217K – 490
2025
Q4 		$217K Sell
1,342
-731
-35% -$133K 0.04% 363
2025
Q3 		$406K Buy
+2,073
New +$411K 0.07% 218
2025
Q1 		– Sell
-1,804
Closed -$249K – 373
2024
Q4 		$249K Buy
1,804
+18
+1% +$2.5K 0.06% 240
2024
Q3 		$212K Buy
+1,786
New +$152K 0.05% 258
2024
Q2 		– Sell
-3,239
Closed -$226K – 345
2024
Q1 		$226K Sell
3,239
-4,198
-56% -$208K 0.07% 206
2023
Q4 		$286K Buy
+7,437
New +$259K 0.1% 168

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

Balboa Wealth Partners's VST Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Vistra (VST) in Q2 2026: 2,651 shares worth $421K. The stake represents 0.06% of the portfolio and ranks #269 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in VST as recently as Q4 2025.

Balboa Wealth Partners first reported a position in VST in Q4 2023 and has held it in 7 quarters since. 1,409 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Balboa Wealth Partners held 2,651 shares of Vistra worth $421K as of Q2 2026.
  • Vistra was a new Balboa Wealth Partners position in Q2 2026.
  • Vistra made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #269 holding.
  • Balboa Wealth Partners first reported a position in Vistra in Q4 2023 and has held it in 7 quarters since.
  • 1,409 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.