J. Team Financial
VST icon

J. Team Financial’s Vistra VST Stock Holding History

J. Team Financial’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 		$607K Buy
4,390
+1,569
+56% +$231K 0.53% 41
2026
Q2 		$448K Buy
+2,821
New +$438K 0.43% 45
2026
Q1 		– Sell
-1,533
Closed -$247K – 96
2025
Q4 		$247K Sell
1,533
-62
-4% -$11.3K 0.25% 79
2025
Q3 		$313K Buy
+1,595
New +$316K 0.32% 63

Other funds holding VST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

J. Team Financial's VST Position: Q3 2026 in Review

J. Team Financial increased its Vistra (VST) stake by 56% in Q3 2026, buying an estimated $231K and bringing the position to 4,390 shares worth $607K. The position accounts for 0.53% of the portfolio, ranked #41.

J. Team Financial first reported a position in VST in Q3 2025 and has held it in 4 quarters since. 840 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • J. Team Financial held 4,390 shares of Vistra worth $607K as of Q3 2026.
  • J. Team Financial bought 1,569 Vistra shares in Q3 2026, an estimated $231K.
  • Vistra made up 0.53% of J. Team Financial's portfolio in Q3 2026, its #41 holding.
  • J. Team Financial first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
  • 840 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.