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Legacy Advisors’s Vistra VST Stock Holding History

Legacy 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 		$256K Buy
1,611
+84
+6% +$13K 0.02% 280
2026
Q1 		$229K Buy
+1,527
New +$247K 0.03% 252
2024
Q2 		– Sell
-3,921
Closed -$274K – 346
2024
Q1 		$274K Buy
+3,921
New +$194K 0.03% 258

Other funds holding VST

SC
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
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Legacy Advisors's VST Position: Q2 2026 in Review

Legacy Advisors increased its Vistra (VST) stake by 5.5% in Q2 2026, buying an estimated $13K and bringing the position to 1,611 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #280.

Legacy Advisors first reported a position in VST in Q1 2024 and has held it in 3 quarters since. The position peaked at $274K in Q1 2024. 337 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Legacy Advisors held 1,611 shares of Vistra worth $256K as of Q2 2026.
  • Legacy Advisors bought 84 Vistra shares in Q2 2026, an estimated $13K.
  • Vistra made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #280 holding.
  • Legacy Advisors first reported a position in Vistra in Q1 2024 and has held it in 3 quarters since.
  • Legacy Advisors's Vistra position peaked at $274K in Q1 2024.
  • 337 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.