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
Q2 		$399K Buy
2,517
+89
+4% +$13.8K 0.06% 316
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 $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

Personal CFO Solutions's VST Position: Q2 2026 in Review

Personal CFO Solutions increased its Vistra (VST) stake by 3.7% in Q2 2026, buying an estimated $13.8K and bringing the position to 2,517 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #316.

Personal CFO Solutions first reported a position in VST in Q3 2024 and has held it in 7 quarters since. The position peaked at $649K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Personal CFO Solutions held 2,517 shares of Vistra worth $399K as of Q2 2026.
  • Personal CFO Solutions bought 89 Vistra shares in Q2 2026, an estimated $13.8K.
  • Vistra made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #316 holding.
  • Personal CFO Solutions first reported a position in Vistra in Q3 2024 and has held it in 7 quarters since.
  • Personal CFO Solutions's Vistra position peaked at $649K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.