MidWestOne Financial Group’s Vistra VST Stock Holding History

MidWestOne Financial Group’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 Q4	$1.03M	Buy	6,398 +2,751	+75%	+$501K	0.11%	161
2025 Q3	$715K	Sell	3,647 -1,564	-30%	-$310K	0.09%	185
2025 Q2	$1.01M	Sell	5,211 -1,253	-19%	-$185K	0.13%	154
2025 Q1	$759K	Sell	6,464 -1,156	-15%	-$173K	0.11%	176
2024 Q4	$1.05M	Sell	7,620 -2,631	-26%	-$365K	0.15%	140
2024 Q3	$1.22M	Buy	+10,251	New	+$870K	0.17%	131

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MidWestOne Financial Group's VST Position: Q4 2025 in Review

MidWestOne Financial Group increased its Vistra (VST) stake by 75% in Q4 2025, buying an estimated $501K and bringing the position to 6,398 shares worth $1.03M. The position accounts for 0.11% of the portfolio, ranked #161.

MidWestOne Financial Group first reported a position in VST in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q3 2024. 1,336 funds tracked by Wall St. Rank hold VST as of Q4 2025.

MidWestOne Financial Group held 6,398 shares of Vistra worth $1.03M as of Q4 2025.
MidWestOne Financial Group bought 2,751 Vistra shares in Q4 2025, an estimated $501K.
Vistra made up 0.11% of MidWestOne Financial Group's portfolio in Q4 2025, its #161 holding.
MidWestOne Financial Group first reported a position in Vistra in Q3 2024 and has held it in 6 quarters since.
MidWestOne Financial Group's Vistra position peaked at $1.22M in Q3 2024.
1,336 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.