EWM
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Empirical Wealth Management’s Vistra VST Stock Holding History

Empirical Wealth Management’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 		$262K Buy
+1,651
New +$256K ﹤0.01% 912
2025
Q2 		– Sell
-1,890
Closed -$222K – 734
2025
Q1 		$222K Buy
+1,890
New +$282K 0.01% 586

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Empirical Wealth Management's VST Position: Q2 2026 in Review

Empirical Wealth Management opened a new position in Vistra (VST) in Q2 2026: 1,651 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in VST as recently as Q1 2025.

Empirical Wealth Management first reported a position in VST in Q1 2025 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Empirical Wealth Management held 1,651 shares of Vistra worth $262K as of Q2 2026.
  • Vistra was a new Empirical Wealth Management position in Q2 2026.
  • Vistra made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #912 holding.
  • Empirical Wealth Management first reported a position in Vistra in Q1 2025 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.