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SACKS & ASSOCIATES, LLC’s Vistra VST Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$212K Hold
1,431
– – 0.14% 79
2026
Q1 		$215K Hold
1,431
– – 0.16% 75
2025
Q4 		$231K Buy
+1,431
New +$261K 0.17% 74

Other funds holding VST

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's VST Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC held its Vistra (VST) position steady in Q2 2026 at 1,431 shares worth $212K. The position accounts for 0.14% of the portfolio, ranked #79.

SACKS & ASSOCIATES, LLC first reported a position in VST in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q4 2025. 694 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 1,431 shares of Vistra worth $212K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC left its Vistra share count unchanged in Q2 2026.
  • Vistra made up 0.14% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #79 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
  • SACKS & ASSOCIATES, LLC's Vistra position peaked at $231K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.