Excelsior Advisor Network’s Vistra VST Stock Holding History

Excelsior Advisor Network’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	$657K	Buy	4,144 +641	+18%	+$99.4K	0.09%	220
2026 Q1	$527K	Buy	+3,503	New	+$567K	0.2%	101

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Excelsior Advisor Network's VST Position: Q2 2026 in Review

Excelsior Advisor Network increased its Vistra (VST) stake by 18% in Q2 2026, buying an estimated $99.4K and bringing the position to 4,144 shares worth $657K. The position accounts for 0.09% of the portfolio, ranked #220.

Excelsior Advisor Network first reported a position in VST in Q1 2026 and has held it in 2 quarters since. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Excelsior Advisor Network held 4,144 shares of Vistra worth $657K as of Q2 2026.
Excelsior Advisor Network bought 641 Vistra shares in Q2 2026, an estimated $99.4K.
Vistra made up 0.09% of Excelsior Advisor Network's portfolio in Q2 2026, its #220 holding.
Excelsior Advisor Network first reported a position in Vistra in Q1 2026 and has held it in 2 quarters since.
1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.