Jacobs Equity’s Vistra VST Stock Holding History

Jacobs Equity’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	$707K	Buy	4,454 +2,000	+81%	+$310K	0.49%	60
2026 Q1	$369K	Buy	2,454 +493	+25%	+$79.8K	0.33%	72
2025 Q4	$316K	Buy	+1,961	New	+$357K	0.3%	84

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 $3.37T AUM 44.26% 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

Jacobs Equity's VST Position: Q2 2026 in Review

Jacobs Equity increased its Vistra (VST) stake by 81% in Q2 2026, buying an estimated $310K and bringing the position to 4,454 shares worth $707K. The position accounts for 0.49% of the portfolio, ranked #60.

Jacobs Equity first reported a position in VST in Q4 2025 and has held it in 3 quarters since. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Jacobs Equity held 4,454 shares of Vistra worth $707K as of Q2 2026.
Jacobs Equity bought 2,000 Vistra shares in Q2 2026, an estimated $310K.
Vistra made up 0.49% of Jacobs Equity's portfolio in Q2 2026, its #60 holding.
Jacobs Equity first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.