CFO
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Callan Family Office’s Vistra VST Stock Holding History

Callan Family Office’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 		$4.5M Sell
28,345
-11,428
-29% -$1.77M 0.09% 219
2026
Q1 		$5.98M Buy
39,773
+642
+2% +$104K 0.14% 165
2025
Q4 		$6.31M Buy
39,131
+1,712
+5% +$312K 0.14% 158
2025
Q3 		$7.33M Sell
37,419
-7,174
-16% -$1.42M 0.23% 93
2025
Q2 		$8.64M Buy
44,593
+23,649
+113% +$3.5M 0.27% 74
2025
Q1 		$2.46M Sell
20,944
-12,832
-38% -$1.92M 0.18% 113
2024
Q4 		$4.66M Buy
33,776
+23,084
+216% +$3.2M 0.3% 64
2024
Q3 		$1.27M Buy
+10,692
New +$907K 0.21% 57

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 $3.38T AUM 44.17% 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

Callan Family Office's VST Position: Q2 2026 in Review

Callan Family Office reduced its Vistra (VST) stake by 29% in Q2 2026, selling an estimated $1.77M and leaving 28,345 shares worth $4.5M. The position accounts for 0.09% of the portfolio, ranked #219.

Callan Family Office first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.64M in Q2 2025. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Callan Family Office held 28,345 shares of Vistra worth $4.5M as of Q2 2026.
  • Callan Family Office sold 11,428 Vistra shares in Q2 2026, an estimated $1.77M.
  • Vistra made up 0.09% of Callan Family Office's portfolio in Q2 2026, its #219 holding.
  • Callan Family Office first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
  • Callan Family Office's Vistra position peaked at $8.64M in Q2 2025.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.