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Perigon Wealth Management’s Vistra VST Stock Holding History

Perigon Wealth Management’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 		$473K Buy
2,981
+1,251
+72% +$194K 0.01% 923
2026
Q1 		$260K Buy
1,730
+232
+15% +$37.6K ﹤0.01% 1073
2025
Q4 		$242K Sell
1,498
-3
-0.2% -$546 ﹤0.01% 1132
2025
Q3 		$294K Sell
1,501
-56
-4% -$11.1K 0.01% 974
2025
Q2 		$302K Sell
1,557
-599
-28% -$88.6K 0.01% 837
2025
Q1 		$253K Sell
2,156
-3,357
-61% -$502K 0.01% 874
2024
Q4 		$959K Buy
5,513
+3,682
+201% +$511K 0.02% 456
2024
Q3 		$217K Buy
+1,831
New +$155K 0.01% 911

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

Perigon Wealth Management's VST Position: Q2 2026 in Review

Perigon Wealth Management increased its Vistra (VST) stake by 72% in Q2 2026, buying an estimated $194K and bringing the position to 2,981 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #923.

Perigon Wealth Management first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $959K in Q4 2024. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Perigon Wealth Management held 2,981 shares of Vistra worth $473K as of Q2 2026.
  • Perigon Wealth Management bought 1,251 Vistra shares in Q2 2026, an estimated $194K.
  • Vistra made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #923 holding.
  • Perigon Wealth Management first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
  • Perigon Wealth Management's Vistra position peaked at $959K in Q4 2024.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.