Halbert Hargrove Global Advisors
VST icon

Halbert Hargrove Global Advisors’s Vistra VST Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-28
Closed -$4.39K – 692
2026
Q2 		$4.39K Buy
+28
New +$4.34K ﹤0.01% 352
2025
Q4 		– Sell
-8
Closed -$1.57K – 737
2025
Q3 		$1.57K Buy
+8
New +$1.58K ﹤0.01% 613
2025
Q2 		– Sell
-3
Closed -$322 – 653
2025
Q1 		$322 Buy
+3
New +$448 ﹤0.01% 549

Other funds holding VST

Egerton Capital (UK)
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Sapient Capital
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Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Halbert Hargrove Global Advisors's VST Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Vistra (VST) in Q3 2026, closing a stake of 28 shares — an estimated $4.39K sold.

Halbert Hargrove Global Advisors first reported a position in VST in Q1 2025 and held it in 3 quarters. The position peaked at $4.39K in Q2 2026. 222 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Vistra position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 28 Vistra shares in Q3 2026, an estimated $4.39K.
  • Halbert Hargrove Global Advisors first reported a position in Vistra in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Vistra position peaked at $4.39K in Q2 2026.
  • 222 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.