Montgomery Financial Services’s Vistra VST Stock Holding History

Montgomery Financial Services’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	$7.93K	Buy	+50	New	+$7.76K	0.01%	193

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Montgomery Financial Services's VST Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Vistra (VST) in Q2 2026: 50 shares worth $7.93K. The stake represents 0.01% of the portfolio and ranks #193 among its holdings.

1,314 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Montgomery Financial Services held 50 shares of Vistra worth $7.93K as of Q2 2026.
Vistra was a new Montgomery Financial Services position in Q2 2026.
Vistra made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #193 holding.
1,314 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.