Lloyd Advisory Services’s Vistra VST Stock Holding History

Lloyd Advisory Services’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	$3.65K	Buy	23 +14	+156%	+$2.17K	﹤0.01%	448
2026 Q1	$1.36K	Buy	+9	New	+$1.46K	﹤0.01%	718

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lloyd Advisory Services's VST Position: Q2 2026 in Review

Lloyd Advisory Services increased its Vistra (VST) stake by 156% in Q2 2026, buying an estimated $2.17K and bringing the position to 23 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Lloyd Advisory Services first reported a position in VST in Q1 2026 and has held it in 2 quarters since. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Lloyd Advisory Services held 23 shares of Vistra worth $3.65K as of Q2 2026.
Lloyd Advisory Services bought 14 Vistra shares in Q2 2026, an estimated $2.17K.
Vistra made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #448 holding.
Lloyd Advisory Services first reported a position in Vistra in Q1 2026 and has held it in 2 quarters since.
1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.