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Kingswood Wealth Advisors’s Vistra VST Stock Holding History

Kingswood 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 		$893K Sell
5,630
-96
-2% -$14.9K 0.04% 436
2026
Q1 		$861K Sell
5,726
-194
-3% -$31.4K 0.04% 405
2025
Q4 		$955K Buy
5,920
+3,561
+151% +$649K 0.05% 362
2025
Q3 		$462K Sell
2,359
-53
-2% -$10.5K 0.03% 499
2025
Q2 		$468K Sell
2,412
-81
-3% -$12K 0.04% 433
2025
Q1 		$294K Buy
+2,493
New +$372K 0.03% 555

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

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

Kingswood Wealth Advisors reduced its Vistra (VST) stake by 1.7% in Q2 2026, selling an estimated $14.9K and leaving 5,630 shares worth $893K. The position accounts for 0.04% of the portfolio, ranked #436.

Kingswood Wealth Advisors first reported a position in VST in Q1 2025 and has held it in 6 quarters since. The position peaked at $955K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Kingswood Wealth Advisors held 5,630 shares of Vistra worth $893K as of Q2 2026.
  • Kingswood Wealth Advisors sold 96 Vistra shares in Q2 2026, an estimated $14.9K.
  • Vistra made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #436 holding.
  • Kingswood Wealth Advisors first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
  • Kingswood Wealth Advisors's Vistra position peaked at $955K in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.