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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
Q2 		$4.06M Buy
25,566
+2,067
+9% +$321K 0.02% 559
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 $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

Beacon Pointe Advisors's VST Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vistra (VST) stake by 8.8% in Q2 2026, buying an estimated $321K and bringing the position to 25,566 shares worth $4.06M. The position accounts for 0.02% of the portfolio, ranked #559.

Beacon Pointe Advisors first reported a position in VST in Q1 2024 and has held it in 10 quarters since. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Beacon Pointe Advisors held 25,566 shares of Vistra worth $4.06M as of Q2 2026.
  • Beacon Pointe Advisors bought 2,067 Vistra shares in Q2 2026, an estimated $321K.
  • Vistra made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #559 holding.
  • Beacon Pointe Advisors first reported a position in Vistra in Q1 2024 and has held it in 10 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.