PGF
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Plan Group Financial’s Vistra VST Stock Holding History

Plan Group 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
Q1 		$299K Hold
1,990
– – 0.07% 171
2025
Q4 		$321K Hold
1,990
– – 0.08% 151
2025
Q3 		$390K Hold
1,990
– – 0.1% 128
2025
Q2 		$386K Hold
1,990
– – 0.13% 120
2025
Q1 		$234K Buy
+1,990
New +$297K 0.08% 130

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

Plan Group Financial's VST Position: Q1 2026 in Review

Plan Group Financial held its Vistra (VST) position steady in Q1 2026 at 1,990 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #171.

Plan Group Financial first reported a position in VST in Q1 2025 and has held it in 5 quarters since. The position peaked at $390K in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Plan Group Financial held 1,990 shares of Vistra worth $299K as of Q1 2026.
  • Plan Group Financial left its Vistra share count unchanged in Q1 2026.
  • Vistra made up 0.07% of Plan Group Financial's portfolio in Q1 2026, its #171 holding.
  • Plan Group Financial first reported a position in Vistra in Q1 2025 and has held it in 5 quarters since.
  • Plan Group Financial's Vistra position peaked at $390K in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.