Jefferies Financial Group
VST icon

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
Q3 		$4.8M Sell
34,700
-3,500
-9% -$515K 0.04% 331
2026
Q2 		$6.06M Sell
38,200
-10,400
-21% -$1.61M 0.04% 345
2026
Q1 		$7.31M Sell
48,600
-227,500
-82% -$36.8M 0.05% 259
2025
Q4 		$44.5M Buy
276,100
+267,500
+3,110% +$48.7M 0.23% 80
2025
Q3 		$1.68M Buy
+8,600
New +$1.7M 0.01% 703

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

Jefferies Financial Group's VST Position: Q3 2026 in Review

Jefferies Financial Group reduced its Vistra (VST) stake by 22% in Q3 2026, selling an estimated $257K and leaving 6,334 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #816.

Jefferies Financial Group first reported a position in VST in Q4 2017 and has held it in 10 quarters since. The position peaked at $4.03M in Q4 2017. 840 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Jefferies Financial Group held 6,334 shares of Vistra worth $876K as of Q3 2026.
  • Jefferies Financial Group sold 1,744 Vistra shares in Q3 2026, an estimated $257K.
  • Vistra made up 0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #816 holding.
  • Jefferies Financial Group first reported a position in Vistra in Q4 2017 and has held it in 10 quarters since.
  • Jefferies Financial Group's Vistra position peaked at $4.03M in Q4 2017.
  • 840 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.