Pinnacle Wealth Planning Services’s Vistra VST Stock Holding History

Pinnacle Wealth Planning Services’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	$91.7K	Hold	578	–	–	0.01%	919
2026 Q1	$86.9K	Buy	578 +73	+14%	+$11.8K	0.01%	871
2025 Q4	$81.5K	Buy	+505	New	+$92K	0.01%	901
2023 Q1	–	Sell	-10,190	Closed	-$236K	–	506
2022 Q4	$236K	Buy	10,190 +446	+5%	+$10.3K	0.04%	316
2022 Q3	$205K	Buy	9,744 +22	+0.2%	+$532	0.04%	327
2022 Q2	$222K	Buy	9,722 +180	+2%	+$4.45K	0.04%	316
2022 Q1	$222K	Buy	9,542 +443	+5%	+$9.83K	0.04%	348
2021 Q4	$207K	Buy	+9,099	New	+$182K	0.04%	360
2021 Q1	–	Sell	-322	Closed	-$7K	–	1910
2020 Q4	$7K	Buy	+322	New	+$6K	﹤0.01%	1549

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's VST Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Vistra (VST) position steady in Q2 2026 at 578 shares worth $91.7K. The position accounts for 0.01% of the portfolio, ranked #919.

Pinnacle Wealth Planning Services first reported a position in VST in Q4 2020 and has held it in 9 quarters since. The position peaked at $236K in Q4 2022. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Pinnacle Wealth Planning Services held 578 shares of Vistra worth $91.7K as of Q2 2026.
Pinnacle Wealth Planning Services left its Vistra share count unchanged in Q2 2026.
Vistra made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #919 holding.
Pinnacle Wealth Planning Services first reported a position in Vistra in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Vistra position peaked at $236K in Q4 2022.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.