EFS
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Essex Financial Services’s Vistra VST Stock Holding History

Essex Financial Services’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 		$227K Buy
1,432
+5
+0.4% +$776 0.01% 752
2026
Q1 		$214K Sell
1,427
-253
-15% -$41K 0.01% 732
2025
Q4 		$271K Buy
1,680
+630
+60% +$115K 0.02% 641
2025
Q3 		$206K Buy
+1,050
New +$208K 0.01% 715

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Essex Financial Services's VST Position: Q2 2026 in Review

Essex Financial Services increased its Vistra (VST) stake by 0.35% in Q2 2026, buying an estimated $776 and bringing the position to 1,432 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #752.

Essex Financial Services first reported a position in VST in Q3 2025 and has held it in 4 quarters since. The position peaked at $271K in Q4 2025. 974 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Essex Financial Services held 1,432 shares of Vistra worth $227K as of Q2 2026.
  • Essex Financial Services bought 5 Vistra shares in Q2 2026, an estimated $776.
  • Vistra made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #752 holding.
  • Essex Financial Services first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
  • Essex Financial Services's Vistra position peaked at $271K in Q4 2025.
  • 974 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.