Cooper Financial Group’s Vistra VST Stock Holding History

Cooper Financial 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	–	Sell	-1,656	Closed	-$249K	–	484
2026 Q1	$249K	Buy	1,656 +311	+23%	+$50.3K	0.03%	364
2025 Q4	$217K	Sell	1,345 -484	-26%	-$88.2K	0.02%	359
2025 Q3	$358K	Buy	1,829 +489	+36%	+$96.9K	0.04%	281
2025 Q2	$260K	Buy	+1,340	New	+$198K	0.03%	324

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

Cooper Financial Group's VST Position: Q2 2026 in Review

Cooper Financial Group sold out of Vistra (VST) in Q2 2026, closing a stake of 1,656 shares — an estimated $249K sold.

Cooper Financial Group first reported a position in VST in Q2 2025 and held it in 4 quarters. The position peaked at $358K in Q3 2025. 1,400 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Cooper Financial Group reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
Cooper Financial Group sold 1,656 Vistra shares in Q2 2026, an estimated $249K.
Cooper Financial Group first reported a position in Vistra in Q2 2025 and held it in 4 quarters.
Cooper Financial Group's Vistra position peaked at $358K in Q3 2025.
1,400 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.