Callahan Advisors’s Vistra VST Stock Holding History

Callahan 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	$1.32M	Buy	8,296 +1,888	+29%	+$293K	0.1%	109
2026 Q1	$963K	Buy	6,408 +1,218	+23%	+$197K	0.08%	114
2025 Q4	$837K	Buy	+5,190	New	+$945K	0.07%	121

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

Callahan Advisors's VST Position: Q2 2026 in Review

Callahan Advisors increased its Vistra (VST) stake by 29% in Q2 2026, buying an estimated $293K and bringing the position to 8,296 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #109.

Callahan Advisors first reported a position in VST in Q4 2025 and has held it in 3 quarters since. 1,408 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Callahan Advisors held 8,296 shares of Vistra worth $1.32M as of Q2 2026.
Callahan Advisors bought 1,888 Vistra shares in Q2 2026, an estimated $293K.
Vistra made up 0.1% of Callahan Advisors's portfolio in Q2 2026, its #109 holding.
Callahan Advisors first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
1,408 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.