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Marshall Financial Group (Maryland)’s Vistra VST Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-1,381
Closed -$208K – 339
2026
Q1 		$208K Sell
1,381
-129
-9% -$20.9K 0.03% 283
2025
Q4 		$244K Sell
1,510
-6,327
-81% -$1.15M 0.05% 258
2025
Q3 		$1.54M Buy
7,837
+224
+3% +$44.4K 0.3% 80
2025
Q2 		$1.47M Buy
+7,613
New +$1.13M 0.29% 73

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Financial Group (Maryland)'s VST Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Vistra (VST) in Q2 2026, closing a stake of 1,381 shares — an estimated $208K sold.

Marshall Financial Group (Maryland) first reported a position in VST in Q2 2025 and held it in 4 quarters. The position peaked at $1.54M in Q3 2025. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 1,381 Vistra shares in Q2 2026, an estimated $208K.
  • Marshall Financial Group (Maryland) first reported a position in Vistra in Q2 2025 and held it in 4 quarters.
  • Marshall Financial Group (Maryland)'s Vistra position peaked at $1.54M in Q3 2025.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.