Level Four 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
$509K Buy
3,209
+1,316
+70% +$204K 0.01% 616
2026
Q1
$285K Sell
1,893
-1,116
-37% -$181K 0.01% 735
2025
Q4
$486K Sell
3,009
-2,978
-50% -$542K 0.02% 579
2025
Q3
$1.17M Sell
5,987
-1,529
-20% -$303K 0.04% 370
2025
Q2
$1.46M Sell
7,516
-2,281
-23% -$338K 0.05% 304
2025
Q1
$1.15M Buy
9,797
+3,250
+50% +$486K 0.05% 321
2024
Q4
$903K Sell
6,547
-1,281
-16% -$178K 0.04% 371
2024
Q3
$978K Buy
+7,828
New +$664K 0.04% 358

Other funds holding VST

Level Four Advisory Services's VST Position: Q2 2026 in Review

Level Four Advisory Services increased its Vistra (VST) stake by 70% in Q2 2026, buying an estimated $204K and bringing the position to 3,209 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #616.

Level Four Advisory Services first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q2 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Level Four Advisory Services held 3,209 shares of Vistra worth $509K as of Q2 2026.
  • Level Four Advisory Services bought 1,316 Vistra shares in Q2 2026, an estimated $204K.
  • Vistra made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #616 holding.
  • Level Four Advisory Services first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
  • Level Four Advisory Services's Vistra position peaked at $1.46M in Q2 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.