KFA
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Kelleher Financial Advisors’s Vistra VST Stock Holding History

Kelleher 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 		$879K Buy
5,540
+1,820
+49% +$282K 0.12% 120
2026
Q1 		$559K Hold
3,720
– – 0.14% 112
2025
Q4 		$600K Hold
3,720
– – 0.14% 107
2025
Q3 		$729K Buy
3,720
+950
+34% +$188K 0.18% 81
2025
Q2 		$537K Buy
2,770
+496
+22% +$73.4K 0.19% 74
2025
Q1 		$267K Buy
+2,274
New +$340K 0.11% 106

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

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

Kelleher Financial Advisors increased its Vistra (VST) stake by 49% in Q2 2026, buying an estimated $282K and bringing the position to 5,540 shares worth $879K. The position accounts for 0.12% of the portfolio, ranked #120.

Kelleher Financial Advisors first reported a position in VST in Q1 2025 and has held it in 6 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Kelleher Financial Advisors held 5,540 shares of Vistra worth $879K as of Q2 2026.
  • Kelleher Financial Advisors bought 1,820 Vistra shares in Q2 2026, an estimated $282K.
  • Vistra made up 0.12% of Kelleher Financial Advisors's portfolio in Q2 2026, its #120 holding.
  • Kelleher Financial Advisors first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.