EFG
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Elevated Financial Group’s Vistra VST Stock Holding History

Elevated 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 		$390K Sell
2,459
-462
-16% -$71.7K 0.11% 93
2026
Q1 		$439K Sell
2,921
-384
-12% -$62.2K 0.14% 82
2025
Q4 		$533K Buy
+3,305
New +$602K 0.18% 66

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

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

Elevated Financial Group reduced its Vistra (VST) stake by 16% in Q2 2026, selling an estimated $71.7K and leaving 2,459 shares worth $390K. The position accounts for 0.11% of the portfolio, ranked #93.

Elevated Financial Group first reported a position in VST in Q4 2025 and has held it in 3 quarters since. The position peaked at $533K in Q4 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Elevated Financial Group held 2,459 shares of Vistra worth $390K as of Q2 2026.
  • Elevated Financial Group sold 462 Vistra shares in Q2 2026, an estimated $71.7K.
  • Vistra made up 0.11% of Elevated Financial Group's portfolio in Q2 2026, its #93 holding.
  • Elevated Financial Group first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's Vistra position peaked at $533K in Q4 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.