Financial Perspectives’s Vistra VST Stock Holding History

Financial Perspectives’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	$1.11K	Hold	7	–	–	﹤0.01%	680
2026 Q1	$1.05K	Hold	7	–	–	﹤0.01%	664
2025 Q4	$1.13K	Hold	7	–	–	﹤0.01%	663
2025 Q3	$1.37K	Hold	7	–	–	﹤0.01%	651
2025 Q2	$1.36K	Hold	7	–	–	﹤0.01%	647
2025 Q1	$822	Hold	7	–	–	﹤0.01%	667
2024 Q4	$965	Hold	7	–	–	﹤0.01%	661
2024 Q3	$830	Hold	7	–	–	﹤0.01%	628
2024 Q2	$602	Hold	7	–	–	﹤0.01%	631
2024 Q1	$488	Hold	7	–	–	﹤0.01%	630
2023 Q4	$270	Hold	7	–	–	﹤0.01%	669
2023 Q3	$232	Hold	7	–	–	﹤0.01%	679
2023 Q2	$184	Hold	7	–	–	﹤0.01%	664
2023 Q1	$168	Buy	+7	New	+$162	﹤0.01%	660

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

Financial Perspectives's VST Position: Q2 2026 in Review

Financial Perspectives held its Vistra (VST) position steady in Q2 2026 at 7 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Financial Perspectives first reported a position in VST in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.37K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Financial Perspectives held 7 shares of Vistra worth $1.11K as of Q2 2026.
Financial Perspectives left its Vistra share count unchanged in Q2 2026.
Vistra made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #680 holding.
Financial Perspectives first reported a position in Vistra in Q1 2023 and has held it in 14 quarters since.
Financial Perspectives's Vistra position peaked at $1.37K in Q3 2025.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.