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 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 New York $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Callan Family Office's VST Position: Q1 2026 in Review

Callan Family Office increased its Vistra (VST) stake by 1.6% in Q1 2026, buying an estimated $104K and bringing the position to 39,773 shares worth $5.98M. The position accounts for 0.14% of the portfolio, ranked #165.

Callan Family Office first reported a position in VST in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.64M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Callan Family Office held 39,773 shares of Vistra worth $5.98M as of Q1 2026.
Callan Family Office bought 642 Vistra shares in Q1 2026, an estimated $104K.
Vistra made up 0.14% of Callan Family Office's portfolio in Q1 2026, its #165 holding.
Callan Family Office first reported a position in Vistra in Q3 2024 and has held it in 7 quarters since.
Callan Family Office's Vistra position peaked at $8.64M in Q2 2025.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.