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Phoenix Financial’s Vistra VST Stock Holding History

Phoenix Financial’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 		$124M Buy
784,188
+773,931
+7,545% +$120M 0.85% 32
2026
Q1 		$1.54M Sell
10,257
-2,060
-17% -$333K 0.01% 194
2025
Q4 		$1.99M Sell
12,317
-10,062
-45% -$1.83M 0.02% 180
2025
Q3 		$4.38M Sell
22,379
-2,600
-10% -$515K 0.05% 139
2025
Q2 		$4.84M Sell
24,979
-196,805
-89% -$29.1M 0.06% 132
2025
Q1 		$26M Buy
221,784
+196,502
+777% +$29.4M 0.4% 47
2024
Q4 		$3.49M Sell
25,282
-13,659
-35% -$1.9M 0.05% 159
2024
Q3 		$4.62M Buy
38,941
+10,639
+38% +$903K 0.07% 141
2024
Q2 		$2.43M Buy
28,302
+21,261
+302% +$1.78M 0.04% 172
2024
Q1 		$491K Buy
+7,041
New +$348K 0.01% 271

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 $3.38T AUM 44.17% 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

Phoenix Financial's VST Position: Q2 2026 in Review

Phoenix Financial increased its Vistra (VST) stake by 7,545% in Q2 2026, buying an estimated $120M and bringing the position to 784,188 shares worth $124M. The position accounts for 0.85% of the portfolio, ranked #32.

Phoenix Financial first reported a position in VST in Q1 2024 and has held it in 10 quarters since. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Phoenix Financial held 784,188 shares of Vistra worth $124M as of Q2 2026.
  • Phoenix Financial bought 773,931 Vistra shares in Q2 2026, an estimated $120M.
  • Vistra made up 0.85% of Phoenix Financial's portfolio in Q2 2026, its #32 holding.
  • Phoenix Financial first reported a position in Vistra in Q1 2024 and has held it in 10 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.