Francis Financial’s Vistra VST Stock Holding History

Francis Financial’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
2025 Q4	–	Sell	-627	Closed	-$240K	–	137
2025 Q3	$240K	Buy	+627	New	+$124K	0.04%	115

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Francis Financial's VST Position: Q4 2025 in Review

Francis Financial sold out of Vistra (VST) in Q4 2025, closing a stake of 627 shares — an estimated $240K sold.

Francis Financial first reported a position in VST in Q3 2025 and held it in 1 quarter. The position peaked at $240K in Q3 2025. 1,340 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Francis Financial reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Francis Financial sold 627 Vistra shares in Q4 2025, an estimated $240K.
Francis Financial first reported a position in Vistra in Q3 2025 and held it in 1 quarter.
Francis Financial's Vistra position peaked at $240K in Q3 2025.
1,340 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Francis Financial's 13F filing for Q4 2025, filed 11 Feb 2026.