CFO4Life Group’s Vistra VST Stock Holding History

CFO4Life Group’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	$251K	Sell	1,672 -103	-6%	-$16.7K	0.04%	181
2025 Q4	$286K	Buy	1,775 +5	+0.3%	+$911	0.04%	178
2025 Q3	$347K	Sell	1,770 -190	-10%	-$37.6K	0.05%	159
2025 Q2	$380K	Buy	1,960 +47	+2%	+$6.96K	0.06%	141
2025 Q1	$225K	Buy	+1,913	New	+$286K	0.04%	189

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

CFO4Life Group's VST Position: Q1 2026 in Review

CFO4Life Group reduced its Vistra (VST) stake by 5.8% in Q1 2026, selling an estimated $16.7K and leaving 1,672 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #181.

CFO4Life Group first reported a position in VST in Q1 2025 and has held it in 5 quarters since. The position peaked at $380K in Q2 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

CFO4Life Group held 1,672 shares of Vistra worth $251K as of Q1 2026.
CFO4Life Group sold 103 Vistra shares in Q1 2026, an estimated $16.7K.
Vistra made up 0.04% of CFO4Life Group's portfolio in Q1 2026, its #181 holding.
CFO4Life Group first reported a position in Vistra in Q1 2025 and has held it in 5 quarters since.
CFO4Life Group's Vistra position peaked at $380K in Q2 2025.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.