Congress Wealth Management’s Vistra VST Stock Holding History

Congress Wealth Management’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 Q2	$387K	Buy	+1,996	New	+$295K	﹤0.01%	1003

Other funds holding VST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's VST Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Vistra (VST) in Q2 2025: 1,996 shares worth $387K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings.

1,273 funds tracked by Wall St. Rank hold VST as of Q2 2025.

Congress Wealth Management held 1,996 shares of Vistra worth $387K as of Q2 2025.
Vistra was a new Congress Wealth Management position in Q2 2025.
Vistra made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1003 holding.
1,273 funds tracked by Wall St. Rank held Vistra as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.