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	–	Sell	-2,000	Closed	-$323K	–	1892
2025 Q4	$323K	Sell	2,000 -200	-9%	-$36.4K	﹤0.01%	1228
2025 Q3	$431K	Buy	+2,200	New	+$436K	﹤0.01%	1056

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

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. 1,407 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.
1,407 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.