Creative Financial Designs’s Vistra VST Stock Holding History

Creative Financial Designs’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	$503K	Buy	3,170 +1,514	+91%	+$235K	0.02%	409
2026 Q1	$249K	Buy	1,656 +184	+13%	+$29.8K	0.02%	464
2025 Q4	$238K	Buy	1,472 +500	+51%	+$91.1K	0.02%	440
2025 Q3	$190K	Sell	972 -17	-2%	-$3.37K	0.01%	480
2025 Q2	$192K	Buy	989 +828	+514%	+$123K	0.01%	493
2025 Q1	$18.9K	Buy	161 +61	+61%	+$9.11K	﹤0.01%	1104
2024 Q4	$13.8K	Buy	+100	New	+$13.9K	﹤0.01%	1138

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

Creative Financial Designs's VST Position: Q2 2026 in Review

Creative Financial Designs increased its Vistra (VST) stake by 91% in Q2 2026, buying an estimated $235K and bringing the position to 3,170 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #409.

Creative Financial Designs first reported a position in VST in Q4 2024 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Creative Financial Designs held 3,170 shares of Vistra worth $503K as of Q2 2026.
Creative Financial Designs bought 1,514 Vistra shares in Q2 2026, an estimated $235K.
Vistra made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #409 holding.
Creative Financial Designs first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.