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 Q2	$264K	Sell	1,661 -11	-0.7%	-$1.71K	0.04%	197
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 $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

CFO4Life Group's VST Position: Q2 2026 in Review

CFO4Life Group reduced its Vistra (VST) stake by 0.66% in Q2 2026, selling an estimated $1.71K and leaving 1,661 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #197.

CFO4Life Group first reported a position in VST in Q1 2025 and has held it in 6 quarters since. The position peaked at $380K in Q2 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

CFO4Life Group held 1,661 shares of Vistra worth $264K as of Q2 2026.
CFO4Life Group sold 11 Vistra shares in Q2 2026, an estimated $1.71K.
Vistra made up 0.04% of CFO4Life Group's portfolio in Q2 2026, its #197 holding.
CFO4Life Group first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
CFO4Life Group's Vistra position peaked at $380K in Q2 2025.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.