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Independent Financial Group’s Vistra VST Stock Holding History

Independent Financial Group’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
Q2 		$1.16M Buy
7,286
+1,158
+19% +$180K 0.02% 631
2026
Q1 		$921K Buy
6,128
+1,198
+24% +$194K 0.02% 657
2025
Q4 		$795K Sell
4,930
-6,989
-59% -$1.27M 0.02% 705
2025
Q3 		$2.34M Buy
11,919
+2,225
+23% +$441K 0.06% 338
2025
Q2 		$1.88M Sell
9,694
-157
-2% -$23.2K 0.05% 357
2025
Q1 		$1.16M Buy
9,851
+1,185
+14% +$177K 0.04% 445
2024
Q4 		$1.19M Sell
8,666
-1,983
-19% -$275K 0.04% 426
2024
Q3 		$1.26M Buy
10,649
+1,277
+14% +$108K 0.05% 377
2024
Q2 		$806K Buy
+9,372
New +$784K 0.03% 461

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Financial Group's VST Position: Q2 2026 in Review

Independent Financial Group increased its Vistra (VST) stake by 19% in Q2 2026, buying an estimated $180K and bringing the position to 7,286 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #631.

Independent Financial Group first reported a position in VST in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.34M in Q3 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Independent Financial Group held 7,286 shares of Vistra worth $1.16M as of Q2 2026.
  • Independent Financial Group bought 1,158 Vistra shares in Q2 2026, an estimated $180K.
  • Vistra made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #631 holding.
  • Independent Financial Group first reported a position in Vistra in Q2 2024 and has held it in 9 quarters since.
  • Independent Financial Group's Vistra position peaked at $2.34M in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.