Loring Wolcott & Coolidge Fiduciary Advisors’s Vistra VST Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	$87.2K	Hold	550	–	–	﹤0.01%	395
2026 Q1	$85.1K	Hold	550	–	–	﹤0.01%	394
2025 Q4	$90.3K	Hold	550	–	–	﹤0.01%	386
2025 Q3	$105K	Hold	550	–	–	﹤0.01%	372
2025 Q2	$107K	Hold	550	–	–	﹤0.01%	339
2025 Q1	$66K	Hold	550	–	–	﹤0.01%	365
2024 Q4	$75.4K	Hold	550	–	–	﹤0.01%	366
2024 Q3	$69.1K	Hold	550	–	–	﹤0.01%	369
2024 Q2	$47.2K	Buy	+550	New	+$46K	﹤0.01%	396

Other funds holding VST

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VST Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Vistra (VST) position steady in Q2 2026 at 550 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VST in Q2 2024 and has held it in 9 quarters since. The position peaked at $107K in Q2 2025. 974 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 550 shares of Vistra worth $87.2K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Vistra share count unchanged in Q2 2026.
Vistra made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #395 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vistra in Q2 2024 and has held it in 9 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Vistra position peaked at $107K in Q2 2025.
974 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.