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MBL Wealth’s Vistra VST Stock Holding History

MBL Wealth’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 		$318K Sell
2,003
-107
-5% -$16.6K 0.02% 271
2026
Q1 		$317K Sell
2,110
-201
-9% -$32.5K 0.02% 252
2025
Q4 		$373K Buy
+2,311
New +$421K 0.03% 213
2025
Q3 		– Sell
-2,352
Closed -$456K – 261
2025
Q2 		$456K Sell
2,352
-139
-6% -$20.6K 0.04% 154
2025
Q1 		$293K Buy
2,491
+411
+20% +$61.4K 0.03% 181
2024
Q4 		$287K Buy
+2,080
New +$289K 0.03% 180

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 $3.37T AUM 44.26% 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

MBL Wealth's VST Position: Q2 2026 in Review

MBL Wealth reduced its Vistra (VST) stake by 5.1% in Q2 2026, selling an estimated $16.6K and leaving 2,003 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #271.

MBL Wealth first reported a position in VST in Q4 2024 and has held it in 6 quarters since. The position peaked at $456K in Q2 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • MBL Wealth held 2,003 shares of Vistra worth $318K as of Q2 2026.
  • MBL Wealth sold 107 Vistra shares in Q2 2026, an estimated $16.6K.
  • Vistra made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #271 holding.
  • MBL Wealth first reported a position in Vistra in Q4 2024 and has held it in 6 quarters since.
  • MBL Wealth's Vistra position peaked at $456K in Q2 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.