Legacy Bridge’s Vistra VST Stock Holding History

Legacy Bridge’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 Q1	$1.23M	Buy	8,193 +488	+6%	+$79K	0.47%	77
2025 Q4	$1.24M	Buy	7,705 +15	+0.2%	+$2.73K	0.5%	71
2025 Q3	$1.51M	Sell	7,690 -20	-0.3%	-$3.96K	0.63%	55
2025 Q2	$1.49M	Sell	7,710 -165	-2%	-$24.4K	0.71%	50
2025 Q1	$925K	Buy	7,875 +7,775	+7,775%	+$1.16M	0.52%	74
2024 Q4	$13.8K	Buy	+100	New	+$13.9K	0.01%	247

Other funds holding VST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Bridge's VST Position: Q1 2026 in Review

Legacy Bridge increased its Vistra (VST) stake by 6.3% in Q1 2026, buying an estimated $79K and bringing the position to 8,193 shares worth $1.23M. The position accounts for 0.47% of the portfolio, ranked #77.

Legacy Bridge first reported a position in VST in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Legacy Bridge held 8,193 shares of Vistra worth $1.23M as of Q1 2026.
Legacy Bridge bought 488 Vistra shares in Q1 2026, an estimated $79K.
Vistra made up 0.47% of Legacy Bridge's portfolio in Q1 2026, its #77 holding.
Legacy Bridge first reported a position in Vistra in Q4 2024 and has held it in 6 quarters since.
Legacy Bridge's Vistra position peaked at $1.51M in Q3 2025.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.