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CBIZ Investment Advisory Services’s Vistra VST Stock Holding History

CBIZ Investment Advisory Services’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
-26
Closed -$4.2K – 733
2025
Q4 		$4.2K Sell
26
-6
-19% -$1.09K ﹤0.01% 537
2025
Q3 		$6.27K Buy
32
+2
+7% +$396 ﹤0.01% 416
2025
Q2 		$5.81K Buy
30
+26
+650% +$3.85K ﹤0.01% 415
2025
Q1 		$470 Hold
4
– – ﹤0.01% 571
2024
Q4 		$551 Buy
+4
New +$555 ﹤0.01% 444

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBIZ Investment Advisory Services's VST Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Vistra (VST) in Q1 2026, closing a stake of 26 shares — an estimated $4.2K sold.

CBIZ Investment Advisory Services first reported a position in VST in Q4 2024 and held it in 5 quarters. The position peaked at $6.27K in Q3 2025. 1,316 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 26 Vistra shares in Q1 2026, an estimated $4.2K.
  • CBIZ Investment Advisory Services first reported a position in Vistra in Q4 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Vistra position peaked at $6.27K in Q3 2025.
  • 1,316 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.