KFP
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Kerr Financial Planning’s Vistra VST Stock Holding History

Kerr Financial Planning’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 		$203 Hold
2
– – ﹤0.01% 513
2026
Q1 		$205 Buy
2
+1
+100% +$162 ﹤0.01% 499
2025
Q4 		$181 Hold
1
– – ﹤0.01% 492
2025
Q3 		$227 Buy
+1
New +$198 ﹤0.01% 542

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

Kerr Financial Planning's VST Position: Q2 2026 in Review

Kerr Financial Planning held its Vistra (VST) position steady in Q2 2026 at 2 shares worth $203. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Kerr Financial Planning first reported a position in VST in Q3 2025 and has held it in 4 quarters since. The position peaked at $227 in Q3 2025. 1,400 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Kerr Financial Planning held 2 shares of Vistra worth $203 as of Q2 2026.
  • Kerr Financial Planning left its Vistra share count unchanged in Q2 2026.
  • Vistra made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #513 holding.
  • Kerr Financial Planning first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Vistra position peaked at $227 in Q3 2025.
  • 1,400 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.