Legacy Advisory Services’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$316K Sell
1,994
-187
-9% -$29K 0.22% 39
2026
Q1
$328K Buy
+2,181
New +$353K 0.25% 39

Other funds holding VST

Legacy Advisory Services's VST Position: Q2 2026 in Review

Legacy Advisory Services reduced its Vistra (VST) stake by 8.6% in Q2 2026, selling an estimated $29K and leaving 1,994 shares worth $316K. The position accounts for 0.22% of the portfolio, ranked #39.

Legacy Advisory Services first reported a position in VST in Q1 2026 and has held it in 2 quarters since. The position peaked at $328K in Q1 2026. 337 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Legacy Advisory Services held 1,994 shares of Vistra worth $316K as of Q2 2026.
  • Legacy Advisory Services sold 187 Vistra shares in Q2 2026, an estimated $29K.
  • Vistra made up 0.22% of Legacy Advisory Services's portfolio in Q2 2026, its #39 holding.
  • Legacy Advisory Services first reported a position in Vistra in Q1 2026 and has held it in 2 quarters since.
  • Legacy Advisory Services's Vistra position peaked at $328K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.