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Park Square Financial Group’s Vistra VST Stock Holding History

Park Square 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
2026
Q1 		– Sell
-64
Closed -$8.82K – 326
2025
Q4 		$8.82K Buy
64
+37
+137% +$6.74K 0.05% 157
2025
Q3 		$5.29K Sell
27
-989
-97% -$196K 0.02% 198
2025
Q2 		$197K Buy
1,016
+112
+12% +$16.6K 0.14% 108
2025
Q1 		$106K Sell
904
-660
-42% -$98.6K 0.08% 165
2024
Q4 		$216K Buy
+1,564
New +$217K 0.15% 83

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Park Square Financial Group's VST Position: Q1 2026 in Review

Park Square Financial Group sold out of Vistra (VST) in Q1 2026, closing a stake of 64 shares — an estimated $8.82K sold.

Park Square Financial Group first reported a position in VST in Q4 2024 and held it in 5 quarters. The position peaked at $216K in Q4 2024. 1,320 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Park Square Financial Group reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • Park Square Financial Group sold 64 Vistra shares in Q1 2026, an estimated $8.82K.
  • Park Square Financial Group first reported a position in Vistra in Q4 2024 and held it in 5 quarters.
  • Park Square Financial Group's Vistra position peaked at $216K in Q4 2024.
  • 1,320 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.