Howard Financial Services’s Vistra VST Stock Holding History

Howard Financial Services’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	-1,085	Closed	-$213K	–	216
2025 Q3	$213K	Buy	+1,085	New	+$215K	0.03%	178

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

Howard Financial Services's VST Position: Q4 2025 in Review

Howard Financial Services sold out of Vistra (VST) in Q4 2025, closing a stake of 1,085 shares — an estimated $213K sold.

Howard Financial Services first reported a position in VST in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 1,340 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Howard Financial Services reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Howard Financial Services sold 1,085 Vistra shares in Q4 2025, an estimated $213K.
Howard Financial Services first reported a position in Vistra in Q3 2025 and held it in 1 quarter.
Howard Financial Services's Vistra position peaked at $213K in Q3 2025.
1,340 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Howard Financial Services's 13F filing for Q4 2025, filed 12 Jan 2026.