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Legacy Capital Group California’s Vistra VST Stock Holding History

Legacy Capital Group California’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 		$323K Sell
2,150
-3,200
-60% -$518K 0.12% 232
2025
Q4 		$863K Buy
5,350
+2,536
+90% +$462K 0.21% 128
2025
Q3 		$551K Buy
2,814
+306
+12% +$60.6K 0.14% 193
2025
Q2 		$486K Buy
2,508
+134
+6% +$19.8K 0.13% 189
2025
Q1 		$279K Buy
2,374
+397
+20% +$59.3K 0.1% 240
2024
Q4 		$273K Buy
1,977
+218
+12% +$30.3K 0.08% 257
2024
Q3 		$209K Buy
+1,759
New +$149K 0.07% 299

Other funds holding VST

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Capital Group California's VST Position: Q1 2026 in Review

Legacy Capital Group California reduced its Vistra (VST) stake by 60% in Q1 2026, selling an estimated $518K and leaving 2,150 shares worth $323K. The position accounts for 0.12% of the portfolio, ranked #232.

Legacy Capital Group California first reported a position in VST in Q3 2024 and has held it in 7 quarters since. The position peaked at $863K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Legacy Capital Group California held 2,150 shares of Vistra worth $323K as of Q1 2026.
  • Legacy Capital Group California sold 3,200 Vistra shares in Q1 2026, an estimated $518K.
  • Vistra made up 0.12% of Legacy Capital Group California's portfolio in Q1 2026, its #232 holding.
  • Legacy Capital Group California first reported a position in Vistra in Q3 2024 and has held it in 7 quarters since.
  • Legacy Capital Group California's Vistra position peaked at $863K in Q4 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.