LPL Financial
VST icon

LPL Financial’s Vistra VST Stock Holding History

LPL Financial’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 		$346K Buy
+2,500
New +$368K ﹤0.01% 5410
2025
Q2 		– Sell
-3,800
Closed -$446K – 5697
2025
Q1 		$446K Buy
+3,800
New +$568K ﹤0.01% 4274

Other funds holding VST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

LPL Financial's VST Position: Q3 2026 in Review

LPL Financial reduced its Vistra (VST) stake by 6.1% in Q3 2026, selling an estimated $4.23M and leaving 441,563 shares worth $61.1M. The position accounts for 0.01% of the portfolio, ranked #933.

LPL Financial first reported a position in VST in Q4 2017 and has held it in 36 quarters since. The position peaked at $98.9M in Q3 2025. 840 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • LPL Financial held 441,563 shares of Vistra worth $61.1M as of Q3 2026.
  • LPL Financial sold 28,740 Vistra shares in Q3 2026, an estimated $4.23M.
  • Vistra made up 0.01% of LPL Financial's portfolio in Q3 2026, its #933 holding.
  • LPL Financial first reported a position in Vistra in Q4 2017 and has held it in 36 quarters since.
  • LPL Financial's Vistra position peaked at $98.9M in Q3 2025.
  • 840 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.