Jefferies Financial Group’s Vistra VST Stock Holding History

Jefferies 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 Q1	$2.39M	Buy	15,903 +14,572	+1,095%	+$2.36M	0.02%	571
2025 Q4	$215K	Sell	1,331 -3,903	-75%	-$711K	﹤0.01%	1604
2025 Q3	$1.03M	Buy	5,234 +3,160	+152%	+$626K	﹤0.01%	862
2025 Q2	$402K	Buy	+2,074	New	+$307K	﹤0.01%	955
2025 Q1	–	Sell	-5,005	Closed	-$690K	–	2032
2024 Q4	$690K	Sell	5,005 -25,788	-84%	-$3.58M	﹤0.01%	1007
2024 Q3	$3.65M	Buy	+30,793	New	+$2.61M	0.03%	391
2024 Q1	–	Sell	-8,722	Closed	-$336K	–	2067
2023 Q4	$336K	Buy	+8,722	New	+$303K	﹤0.01%	1339
2018 Q1	–	Sell	-220,000	Closed	-$4.03M	–	124
2017 Q4	$4.03M	Buy	+220,000	New	+$4.12M	0.31%	22

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Jefferies Financial Group's VST Position: Q1 2026 in Review

Jefferies Financial Group increased its Vistra (VST) stake by 1,095% in Q1 2026, buying an estimated $2.36M and bringing the position to 15,903 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #571.

Jefferies Financial Group first reported a position in VST in Q4 2017 and has held it in 8 quarters since. The position peaked at $4.03M in Q4 2017. 1,313 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Jefferies Financial Group held 15,903 shares of Vistra worth $2.39M as of Q1 2026.
Jefferies Financial Group bought 14,572 Vistra shares in Q1 2026, an estimated $2.36M.
Vistra made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #571 holding.
Jefferies Financial Group first reported a position in Vistra in Q4 2017 and has held it in 8 quarters since.
Jefferies Financial Group's Vistra position peaked at $4.03M in Q4 2017.
1,313 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.