Cornerstone Advisory’s Vistra VST Stock Holding History

Cornerstone Advisory’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 Q3	$2.15M	Buy	15,524 +3,980	+34%	+$586K	0.17%	83
2026 Q2	$1.83M	Buy	11,544 +1,375	+14%	+$213K	0.15%	90
2026 Q1	$1.53M	Buy	10,169 +6,536	+180%	+$1.06M	0.14%	91
2025 Q4	$586K	Buy	+3,633	New	+$662K	0.06%	144

Other funds holding VST

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cornerstone Advisory's VST Position: Q3 2026 in Review

Cornerstone Advisory increased its Vistra (VST) stake by 34% in Q3 2026, buying an estimated $586K and bringing the position to 15,524 shares worth $2.15M. The position accounts for 0.17% of the portfolio, ranked #83.

Cornerstone Advisory first reported a position in VST in Q4 2025 and has held it in 4 quarters since. 732 funds tracked by Wall St. Rank hold VST as of Q3 2026.

Cornerstone Advisory held 15,524 shares of Vistra worth $2.15M as of Q3 2026.
Cornerstone Advisory bought 3,980 Vistra shares in Q3 2026, an estimated $586K.
Vistra made up 0.17% of Cornerstone Advisory's portfolio in Q3 2026, its #83 holding.
Cornerstone Advisory first reported a position in Vistra in Q4 2025 and has held it in 4 quarters since.
732 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.