BankPlus Trust Department’s Vistra VST Stock Holding History

BankPlus Trust Department’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	$564K	Buy	3,553 +3,500	+6,604%	+$543K	0.13%	124
2026 Q1	$7.97K	Hold	53	–	–	﹤0.01%	382
2025 Q4	$8.55K	Hold	53	–	–	﹤0.01%	376
2025 Q3	$10.4K	Buy	+53	New	+$10.5K	﹤0.01%	365

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BankPlus Trust Department's VST Position: Q2 2026 in Review

BankPlus Trust Department increased its Vistra (VST) stake by 6,604% in Q2 2026, buying an estimated $543K and bringing the position to 3,553 shares worth $564K. The position accounts for 0.13% of the portfolio, ranked #124.

BankPlus Trust Department first reported a position in VST in Q3 2025 and has held it in 4 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

BankPlus Trust Department held 3,553 shares of Vistra worth $564K as of Q2 2026.
BankPlus Trust Department bought 3,500 Vistra shares in Q2 2026, an estimated $543K.
Vistra made up 0.13% of BankPlus Trust Department's portfolio in Q2 2026, its #124 holding.
BankPlus Trust Department first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.