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Financial Life Planners’s Vistra VST Stock Holding History

Financial Life Planners’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 		$16K Hold
101
– – 0.01% 207
2026
Q1 		$15.1K Sell
101
-1,885
-95% -$305K 0.01% 208
2025
Q4 		$320K Buy
1,986
+1,047
+112% +$191K 0.23% 46
2025
Q3 		$184K Buy
+939
New +$186K 0.12% 60

Other funds holding VST

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
CS
CapitalatWork SA Auderghem $3.99B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

Financial Life Planners's VST Position: Q2 2026 in Review

Financial Life Planners held its Vistra (VST) position steady in Q2 2026 at 101 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #207.

Financial Life Planners first reported a position in VST in Q3 2025 and has held it in 4 quarters since. The position peaked at $320K in Q4 2025. 527 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Financial Life Planners held 101 shares of Vistra worth $16K as of Q2 2026.
  • Financial Life Planners left its Vistra share count unchanged in Q2 2026.
  • Vistra made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #207 holding.
  • Financial Life Planners first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
  • Financial Life Planners's Vistra position peaked at $320K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.