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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
Q2 		– Sell
-2,150
Closed -$323K – 330
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Capital Group California's VST Position: Q2 2026 in Review

Legacy Capital Group California sold out of Vistra (VST) in Q2 2026, closing a stake of 2,150 shares — an estimated $323K sold.

Legacy Capital Group California first reported a position in VST in Q3 2024 and held it in 7 quarters. The position peaked at $863K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Legacy Capital Group California reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 2,150 Vistra shares in Q2 2026, an estimated $323K.
  • Legacy Capital Group California first reported a position in Vistra in Q3 2024 and held it in 7 quarters.
  • Legacy Capital Group California's Vistra position peaked at $863K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.