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Herold Advisors’s Vistra VST Stock Holding History

Herold 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 		$720K Buy
5,206
+1,335
+34% +$196K 0.14% 145
2026
Q2 		$613K Buy
3,871
+48
+1% +$7.45K 0.12% 161
2026
Q1 		$575K Buy
3,823
+948
+33% +$153K 0.13% 161
2025
Q4 		$464K Sell
2,875
-20
-0.7% -$3.64K 0.1% 173
2025
Q3 		$567K Buy
2,895
+94
+3% +$18.6K 0.13% 152
2025
Q2 		$543K Buy
2,801
+221
+9% +$32.7K 0.11% 181
2025
Q1 		$303K Buy
+2,580
New +$385K 0.07% 216

Other funds holding VST

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
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

Herold Advisors's VST Position: Q3 2026 in Review

Herold Advisors increased its Vistra (VST) stake by 34% in Q3 2026, buying an estimated $196K and bringing the position to 5,206 shares worth $720K. The position accounts for 0.14% of the portfolio, ranked #145.

Herold Advisors first reported a position in VST in Q1 2025 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Herold Advisors held 5,206 shares of Vistra worth $720K as of Q3 2026.
  • Herold Advisors bought 1,335 Vistra shares in Q3 2026, an estimated $196K.
  • Vistra made up 0.14% of Herold Advisors's portfolio in Q3 2026, its #145 holding.
  • Herold Advisors first reported a position in Vistra in Q1 2025 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.