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Custom Index Systems’s Vistra VST Stock Holding History

Custom Index Systems’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 		$897K Sell
5,655
-593
-9% -$92K 0.32% 80
2026
Q1 		$939K Sell
6,248
-2,521
-29% -$408K 0.41% 65
2025
Q4 		$1.41M Sell
8,769
-3,426
-28% -$624K 0.62% 35
2025
Q3 		$2.39M Buy
12,195
+6,167
+102% +$1.22M 0.71% 29
2025
Q2 		$1.17M Sell
6,028
-394
-6% -$58.3K 0.56% 41
2025
Q1 		$754K Buy
+6,422
New +$959K 0.38% 74

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Custom Index Systems's VST Position: Q2 2026 in Review

Custom Index Systems reduced its Vistra (VST) stake by 9.5% in Q2 2026, selling an estimated $92K and leaving 5,655 shares worth $897K. The position accounts for 0.32% of the portfolio, ranked #80.

Custom Index Systems first reported a position in VST in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.39M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Custom Index Systems held 5,655 shares of Vistra worth $897K as of Q2 2026.
  • Custom Index Systems sold 593 Vistra shares in Q2 2026, an estimated $92K.
  • Vistra made up 0.32% of Custom Index Systems's portfolio in Q2 2026, its #80 holding.
  • Custom Index Systems first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
  • Custom Index Systems's Vistra position peaked at $2.39M in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.