CIBC Private Wealth Group’s Vistra VST Stock Holding History

CIBC Private Wealth 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
2025 Q4	$5.47M	Sell	33,889 -1,258	-4%	-$229K	0.01%	416
2025 Q3	$6.89M	Buy	35,147 +2,297	+7%	+$455K	0.01%	385
2025 Q2	$6.37M	Buy	32,850 +3,915	+14%	+$579K	0.01%	397
2025 Q1	$2.96M	Buy	28,935 +10,203	+54%	+$1.52M	0.01%	480
2024 Q4	$3.01M	Buy	18,732 +8,039	+75%	+$1.12M	0.01%	498
2024 Q3	$1.27M	Buy	10,693 +1,620	+18%	+$137K	﹤0.01%	642
2024 Q2	$843K	Buy	9,073 +5,299	+140%	+$443K	﹤0.01%	696
2024 Q1	$270K	Buy	+3,774	New	+$187K	﹤0.01%	1009

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPC

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

Norges Bank Oslo, Norway $935B AUM

CIBC Private Wealth Group's VST Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Vistra (VST) stake by 3.6% in Q4 2025, selling an estimated $229K and leaving 33,889 shares worth $5.47M. The position accounts for 0.01% of the portfolio, ranked #416.

CIBC Private Wealth Group first reported a position in VST in Q1 2024 and has held it in 8 quarters since. The position peaked at $6.89M in Q3 2025. 1,337 funds tracked by Wall St. Rank hold VST as of Q4 2025.

CIBC Private Wealth Group held 33,889 shares of Vistra worth $5.47M as of Q4 2025.
CIBC Private Wealth Group sold 1,258 Vistra shares in Q4 2025, an estimated $229K.
Vistra made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #416 holding.
CIBC Private Wealth Group first reported a position in Vistra in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's Vistra position peaked at $6.89M in Q3 2025.
1,337 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.