Lido Advisors’s Vistra VST Stock Holding History

Lido Advisors’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 Q3	$3.41M	Sell	24,633 -1,503	-6%	-$221K	0.01%	606
2026 Q2	$4.15M	Sell	26,136 -2,851	-10%	-$442K	0.01%	547
2026 Q1	$4.36M	Buy	28,987 +2,199	+8%	+$356K	0.01%	481
2025 Q4	$5M	Buy	26,788 +545	+2%	+$99.3K	0.01%	465
2025 Q3	$5.14M	Buy	26,243 +284	+1%	+$56.3K	0.02%	440
2025 Q2	$5.03M	Buy	25,959 +8,382	+48%	+$1.24M	0.02%	371
2025 Q1	$2.06M	Buy	17,577 +1,745	+11%	+$261K	0.01%	536
2024 Q4	$2.18M	Buy	15,832 +577	+4%	+$80.1K	0.01%	500
2024 Q3	$1.81M	Buy	+15,255	New	+$1.29M	0.01%	497

Other funds holding VST

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lido Advisors's VST Position: Q3 2026 in Review

Lido Advisors reduced its Vistra (VST) stake by 5.8% in Q3 2026, selling an estimated $221K and leaving 24,633 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #606.

Lido Advisors first reported a position in VST in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.14M in Q3 2025. 672 funds tracked by Wall St. Rank hold VST as of Q3 2026.

Lido Advisors held 24,633 shares of Vistra worth $3.41M as of Q3 2026.
Lido Advisors sold 1,503 Vistra shares in Q3 2026, an estimated $221K.
Vistra made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #606 holding.
Lido Advisors first reported a position in Vistra in Q3 2024 and has held it in 9 quarters since.
Lido Advisors's Vistra position peaked at $5.14M in Q3 2025.
672 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.