Legacy Advisory Services
VST icon

Legacy Advisory Services’s Vistra VST Stock Holding History

Legacy Advisory 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
2026
Q3 		$271K Sell
1,960
-34
-2% -$5K 0.19% 74
2026
Q2 		$316K Sell
1,994
-187
-9% -$29K 0.22% 39
2026
Q1 		$328K Buy
+2,181
New +$353K 0.25% 39

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Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Legacy Advisory Services's VST Position: Q3 2026 in Review

Legacy Advisory Services reduced its Vistra (VST) stake by 1.7% in Q3 2026, selling an estimated $5K and leaving 1,960 shares worth $271K. The position accounts for 0.19% of the portfolio, ranked #74.

Legacy Advisory Services first reported a position in VST in Q1 2026 and has held it in 3 quarters since. The position peaked at $328K in Q1 2026. 383 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Legacy Advisory Services held 1,960 shares of Vistra worth $271K as of Q3 2026.
  • Legacy Advisory Services sold 34 Vistra shares in Q3 2026, an estimated $5K.
  • Vistra made up 0.19% of Legacy Advisory Services's portfolio in Q3 2026, its #74 holding.
  • Legacy Advisory Services first reported a position in Vistra in Q1 2026 and has held it in 3 quarters since.
  • Legacy Advisory Services's Vistra position peaked at $328K in Q1 2026.
  • 383 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.