BPA
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Beacon Pointe Advisors’s Vistra VST Stock Holding History

Beacon Pointe 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
Q1 		$3.53M Buy
23,499
+18,849
+405% +$3.05M 0.02% 567
2025
Q4 		$750K Buy
4,650
+845
+22% +$154K 0.01% 923
2025
Q3 		$745K Sell
3,805
-103
-3% -$20.4K 0.01% 865
2025
Q2 		$757K Buy
3,908
+78
+2% +$11.5K 0.01% 753
2025
Q1 		$450K Buy
3,830
+251
+7% +$37.5K 0.01% 878
2024
Q4 		$493K Sell
3,579
-647
-15% -$89.8K 0.01% 836
2024
Q3 		$501K Sell
4,226
-259
-6% -$22K 0.01% 856
2024
Q2 		$386K Buy
4,485
+96
+2% +$8.03K ﹤0.01% 966
2024
Q1 		$306K Buy
+4,389
New +$217K ﹤0.01% 1106

Other funds holding VST

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return