PCS
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Personal CFO Solutions’s Vistra VST Stock Holding History

Personal CFO Solutions’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 		$365K Sell
2,428
-769
-24% -$124K 0.05% 318
2025
Q4 		$516K Sell
3,197
-115
-3% -$20.9K 0.08% 233
2025
Q3 		$649K Buy
3,312
+1,549
+88% +$307K 0.11% 183
2025
Q2 		$342K Buy
+1,763
New +$261K 0.06% 295
2025
Q1 		– Sell
-2,238
Closed -$309K – 494
2024
Q4 		$309K Buy
2,238
+424
+23% +$58.9K 0.06% 312
2024
Q3 		$215K Buy
+1,814
New +$154K 0.03% 518

Other funds holding VST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Personal CFO Solutions's VST Position: Q1 2026 in Review

Personal CFO Solutions reduced its Vistra (VST) stake by 24% in Q1 2026, selling an estimated $124K and leaving 2,428 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #318.

Personal CFO Solutions first reported a position in VST in Q3 2024 and has held it in 6 quarters since. The position peaked at $649K in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Personal CFO Solutions held 2,428 shares of Vistra worth $365K as of Q1 2026.
  • Personal CFO Solutions sold 769 Vistra shares in Q1 2026, an estimated $124K.
  • Vistra made up 0.05% of Personal CFO Solutions's portfolio in Q1 2026, its #318 holding.
  • Personal CFO Solutions first reported a position in Vistra in Q3 2024 and has held it in 6 quarters since.
  • Personal CFO Solutions's Vistra position peaked at $649K in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.