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Bay Harbor Wealth Management’s Vistra VST Stock Holding History

Bay Harbor Wealth Management’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 		$9.99K Buy
63
+4
+7% +$621 ﹤0.01% 289
2026
Q1 		$8.87K Buy
59
+22
+59% +$3.56K ﹤0.01% 242
2025
Q4 		$5.97K Buy
37
+10
+37% +$1.82K ﹤0.01% 256
2025
Q3 		$5.29K Buy
27
+10
+59% +$1.98K ﹤0.01% 196
2025
Q2 		$3.29K Buy
17
+5
+42% +$740 ﹤0.01% 216
2025
Q1 		$1.41K Buy
+12
New +$1.79K ﹤0.01% 244

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

Bay Harbor Wealth Management's VST Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Vistra (VST) stake by 6.8% in Q2 2026, buying an estimated $621 and bringing the position to 63 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Bay Harbor Wealth Management first reported a position in VST in Q1 2025 and has held it in 6 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Bay Harbor Wealth Management held 63 shares of Vistra worth $9.99K as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 Vistra shares in Q2 2026, an estimated $621.
  • Vistra made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Bay Harbor Wealth Management first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.