Everhart Financial Group
VST icon

Everhart Financial Group’s Vistra VST Stock Holding History

Everhart 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
Q3 		$582K Sell
4,206
-71
-2% -$10.4K 0.04% 262
2026
Q2 		$678K Sell
4,277
-227
-5% -$35.2K 0.04% 229
2026
Q1 		$677K Buy
4,504
+615
+16% +$100K 0.06% 227
2025
Q4 		$627K Sell
3,889
-226
-5% -$41.2K 0.06% 232
2025
Q3 		$806K Buy
4,115
+218
+6% +$43.2K 0.08% 182
2025
Q2 		$755K Buy
+3,897
New +$577K 0.09% 163
2025
Q1 		– Sell
-1,887
Closed -$260K – 349
2024
Q4 		$260K Buy
+1,887
New +$262K 0.05% 274

Other funds holding VST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Everhart Financial Group's VST Position: Q3 2026 in Review

Everhart Financial Group reduced its Vistra (VST) stake by 1.7% in Q3 2026, selling an estimated $10.4K and leaving 4,206 shares worth $582K. The position accounts for 0.04% of the portfolio, ranked #262.

Everhart Financial Group first reported a position in VST in Q4 2024 and has held it in 7 quarters since. The position peaked at $806K in Q3 2025. 785 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Everhart Financial Group held 4,206 shares of Vistra worth $582K as of Q3 2026.
  • Everhart Financial Group sold 71 Vistra shares in Q3 2026, an estimated $10.4K.
  • Vistra made up 0.04% of Everhart Financial Group's portfolio in Q3 2026, its #262 holding.
  • Everhart Financial Group first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
  • Everhart Financial Group's Vistra position peaked at $806K in Q3 2025.
  • 785 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.