JWA
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JFS Wealth Advisors’s Vistra VST Stock Holding History

JFS Wealth Advisors’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 		$68.1K Sell
429
-1
-0.2% -$155 ﹤0.01% 488
2026
Q1 		$64.6K Buy
430
+9
+2% +$1.46K ﹤0.01% 471
2025
Q4 		$67.9K Sell
421
-893
-68% -$163K ﹤0.01% 465
2025
Q3 		$257K Buy
1,314
+952
+263% +$189K 0.02% 298
2025
Q2 		$70.2K Sell
362
-7
-2% -$1.04K ﹤0.01% 421
2025
Q1 		$43.3K Buy
369
+6
+2% +$896 ﹤0.01% 501
2024
Q4 		$50K Buy
363
+11
+3% +$1.53K ﹤0.01% 462
2024
Q3 		$41.7K Sell
352
-38
-10% -$3.23K ﹤0.01% 501
2024
Q2 		$33.5K Sell
390
-27
-6% -$2.26K ﹤0.01% 488
2024
Q1 		$29K Hold
417
– – ﹤0.01% 541
2023
Q4 		$16.1K Buy
417
+21
+5% +$730 ﹤0.01% 640
2023
Q3 		$13.1K Hold
396
– – ﹤0.01% 638
2023
Q2 		$10.4K Hold
396
– – ﹤0.01% 721
2023
Q1 		$9.5K Sell
396
-56
-12% -$1.3K ﹤0.01% 734
2022
Q4 		$10.5K Sell
452
-44
-9% -$1.02K ﹤0.01% 693
2022
Q3 		$10K Buy
496
+50
+11% +$1.21K ﹤0.01% 739
2022
Q2 		$10K Buy
446
+60
+16% +$1.48K ﹤0.01% 775
2022
Q1 		$9K Buy
386
+221
+134% +$4.9K ﹤0.01% 841
2021
Q4 		$4K Buy
+165
New +$3.31K ﹤0.01% 888

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JFS Wealth Advisors's VST Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Vistra (VST) stake by 0.23% in Q2 2026, selling an estimated $155 and leaving 429 shares worth $68.1K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

JFS Wealth Advisors first reported a position in VST in Q4 2021 and has held it in 19 quarters since. The position peaked at $257K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • JFS Wealth Advisors held 429 shares of Vistra worth $68.1K as of Q2 2026.
  • JFS Wealth Advisors sold 1 Vistra share in Q2 2026, an estimated $155.
  • Vistra made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #488 holding.
  • JFS Wealth Advisors first reported a position in Vistra in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Vistra position peaked at $257K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.