J. Safra Asset Management’s Vistra VST Stock Holding History

J. Safra Asset Management’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	$773K	Buy	4,872 +686	+16%	+$106K	0.04%	140
2026 Q1	$629K	Buy	4,186 +455	+12%	+$73.6K	0.03%	146
2025 Q4	$602K	Buy	3,731 +672	+22%	+$122K	0.03%	144
2025 Q3	$599K	Buy	3,059 +1,194	+64%	+$237K	0.04%	102
2025 Q2	$361K	Buy	+1,865	New	+$276K	0.03%	118

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

J. Safra Asset Management's VST Position: Q2 2026 in Review

J. Safra Asset Management increased its Vistra (VST) stake by 16% in Q2 2026, buying an estimated $106K and bringing the position to 4,872 shares worth $773K. The position accounts for 0.04% of the portfolio, ranked #140.

J. Safra Asset Management first reported a position in VST in Q2 2025 and has held it in 5 quarters since. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

J. Safra Asset Management held 4,872 shares of Vistra worth $773K as of Q2 2026.
J. Safra Asset Management bought 686 Vistra shares in Q2 2026, an estimated $106K.
Vistra made up 0.04% of J. Safra Asset Management's portfolio in Q2 2026, its #140 holding.
J. Safra Asset Management first reported a position in Vistra in Q2 2025 and has held it in 5 quarters since.
1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.