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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

J. Safra Asset Management's VST Position: Q1 2026 in Review

J. Safra Asset Management increased its Vistra (VST) stake by 12% in Q1 2026, buying an estimated $73.6K and bringing the position to 4,186 shares worth $629K. The position accounts for 0.03% of the portfolio, ranked #146.

J. Safra Asset Management first reported a position in VST in Q2 2025 and has held it in 4 quarters since. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

J. Safra Asset Management held 4,186 shares of Vistra worth $629K as of Q1 2026.
J. Safra Asset Management bought 455 Vistra shares in Q1 2026, an estimated $73.6K.
Vistra made up 0.03% of J. Safra Asset Management's portfolio in Q1 2026, its #146 holding.
J. Safra Asset Management first reported a position in Vistra in Q2 2025 and has held it in 4 quarters since.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.