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
2025 Q2	–	Sell	-3,800	Closed	-$446K	–	5697
2025 Q1	$446K	Buy	+3,800	New	+$568K	﹤0.01%	4274

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 $3.37T AUM 44.26% 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

LPL Financial's VST Position: Q2 2026 in Review

LPL Financial increased its Vistra (VST) stake by 11% in Q2 2026, buying an estimated $7.11M and bringing the position to 470,303 shares worth $74.6M. The position accounts for 0.02% of the portfolio, ranked #820.

LPL Financial first reported a position in VST in Q4 2017 and has held it in 35 quarters since. The position peaked at $98.9M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

LPL Financial held 470,303 shares of Vistra worth $74.6M as of Q2 2026.
LPL Financial bought 45,856 Vistra shares in Q2 2026, an estimated $7.11M.
Vistra made up 0.02% of LPL Financial's portfolio in Q2 2026, its #820 holding.
LPL Financial first reported a position in Vistra in Q4 2017 and has held it in 35 quarters since.
LPL Financial's Vistra position peaked at $98.9M in Q3 2025.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.