Heartland Bank & Trust’s Vistra VST Stock Holding History

Heartland Bank & Trust’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	-1,216	Closed	-$238K	–	177
2025 Q3	$238K	Buy	1,216 +23	+2%	+$4.56K	0.1%	156
2025 Q2	$231K	Buy	+1,193	New	+$177K	0.11%	160

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 $3.38T AUM 44.17% 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

Heartland Bank & Trust's VST Position: Q4 2025 in Review

Heartland Bank & Trust sold out of Vistra (VST) in Q4 2025, closing a stake of 1,216 shares — an estimated $238K sold.

Heartland Bank & Trust first reported a position in VST in Q2 2025 and held it in 2 quarters. The position peaked at $238K in Q3 2025. 1,341 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Heartland Bank & Trust reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Heartland Bank & Trust sold 1,216 Vistra shares in Q4 2025, an estimated $238K.
Heartland Bank & Trust first reported a position in Vistra in Q2 2025 and held it in 2 quarters.
Heartland Bank & Trust's Vistra position peaked at $238K in Q3 2025.
1,341 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Heartland Bank & Trust's 13F filing for Q4 2025, filed 3 Feb 2026.