JNBA Financial Advisors’s Vistra VST Stock Holding History

JNBA Financial 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	$80.3K	Hold	506	–	–	0.01%	270
2026 Q1	$76.1K	Hold	506	–	–	0.01%	257
2025 Q4	$81.6K	Buy	506 +6	+1%	+$1.09K	0.01%	260
2025 Q3	$98K	Hold	500	–	–	0.01%	230
2025 Q2	$96.9K	Hold	500	–	–	0.01%	225
2025 Q1	$58.7K	Hold	500	–	–	0.01%	265
2024 Q4	$68.9K	Hold	500	–	–	0.01%	256
2024 Q3	$59.3K	Hold	500	–	–	0.01%	268
2024 Q2	$43K	Hold	500	–	–	﹤0.01%	304
2024 Q1	$34.8K	Sell	500 -148	-23%	-$7.32K	﹤0.01%	327
2023 Q4	$25K	Hold	648	–	–	﹤0.01%	372
2023 Q3	$21.5K	Hold	648	–	–	﹤0.01%	377
2023 Q2	$17K	Buy	648 +148	+30%	+$3.62K	﹤0.01%	406
2023 Q1	$12K	Hold	500	–	–	﹤0.01%	457
2022 Q4	$11.6K	Hold	500	–	–	﹤0.01%	438
2022 Q3	$10K	Hold	500	–	–	﹤0.01%	465
2022 Q2	$11K	Hold	500	–	–	﹤0.01%	480
2022 Q1	$12K	Hold	500	–	–	﹤0.01%	484
2021 Q4	$11K	Hold	500	–	–	﹤0.01%	517
2021 Q3	$9K	Hold	500	–	–	﹤0.01%	533
2021 Q2	$9K	Buy	+500	New	+$8.63K	﹤0.01%	499

Other funds holding VST

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

JNBA Financial Advisors's VST Position: Q2 2026 in Review

JNBA Financial Advisors held its Vistra (VST) position steady in Q2 2026 at 506 shares worth $80.3K. The position accounts for 0.01% of the portfolio, ranked #270.

JNBA Financial Advisors first reported a position in VST in Q2 2021 and has held it in 21 quarters since. The position peaked at $98K in Q3 2025. 582 funds tracked by Wall St. Rank hold VST as of Q2 2026.

JNBA Financial Advisors held 506 shares of Vistra worth $80.3K as of Q2 2026.
JNBA Financial Advisors left its Vistra share count unchanged in Q2 2026.
Vistra made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #270 holding.
JNBA Financial Advisors first reported a position in Vistra in Q2 2021 and has held it in 21 quarters since.
JNBA Financial Advisors's Vistra position peaked at $98K in Q3 2025.
582 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.