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Newbridge Financial Services Group’s Vistra VST Stock Holding History

Newbridge Financial Services 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
2026
Q2 		$2M Buy
12,586
+8,133
+183% +$1.26M 0.25% 83
2026
Q1 		$669K Buy
4,453
+2,663
+149% +$431K 0.11% 132
2025
Q4 		$289K Sell
1,790
-225
-11% -$41K 0.04% 186
2025
Q3 		$395K Sell
2,015
-2,293
-53% -$454K 0.06% 216
2025
Q2 		$835K Sell
4,308
-1,593
-27% -$236K 0.14% 124
2025
Q1 		$693K Buy
5,901
+3,986
+208% +$596K 0.17% 101
2024
Q4 		$264K Buy
1,915
+565
+42% +$78.4K 0.07% 179
2024
Q3 		$160K Buy
1,350
+550
+69% +$46.7K 0.06% 171
2024
Q2 		$68.8K Buy
+800
New +$66.9K 0.03% 321
2021
Q4 		– Sell
-6,585
Closed -$113K – 1548
2021
Q3 		$113K Buy
+6,585
New +$122K 0.07% 254

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

Newbridge Financial Services Group's VST Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Vistra (VST) stake by 183% in Q2 2026, buying an estimated $1.26M and bringing the position to 12,586 shares worth $2M. The position accounts for 0.25% of the portfolio, ranked #83.

Newbridge Financial Services Group first reported a position in VST in Q3 2021 and has held it in 10 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Newbridge Financial Services Group held 12,586 shares of Vistra worth $2M as of Q2 2026.
  • Newbridge Financial Services Group bought 8,133 Vistra shares in Q2 2026, an estimated $1.26M.
  • Vistra made up 0.25% of Newbridge Financial Services Group's portfolio in Q2 2026, its #83 holding.
  • Newbridge Financial Services Group first reported a position in Vistra in Q3 2021 and has held it in 10 quarters since.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.