KBFS
VST icon

Kohmann Bosshard Financial Services’s Vistra VST Stock Holding History

Kohmann Bosshard Financial Services’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
2025
Q1 		– Sell
-6
Closed -$827 – 759
2024
Q4 		$827 Buy
+6
New +$833 ﹤0.01% 612

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kohmann Bosshard Financial Services's VST Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Vistra (VST) in Q1 2025, closing a stake of 6 shares — an estimated $827 sold.

Kohmann Bosshard Financial Services first reported a position in VST in Q4 2024 and held it in 1 quarter. The position peaked at $827 in Q4 2024. 1,115 funds tracked by Wall St. Rank hold VST as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Vistra position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 6 Vistra shares in Q1 2025, an estimated $827.
  • Kohmann Bosshard Financial Services first reported a position in Vistra in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Vistra position peaked at $827 in Q4 2024.
  • 1,115 funds tracked by Wall St. Rank held Vistra as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.