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
Q2 		$316K Hold
1,990
– – 0.07% 171
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 $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

Plan Group Financial's VST Position: Q2 2026 in Review

Plan Group Financial held its Vistra (VST) position steady in Q2 2026 at 1,990 shares worth $316K. 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 6 quarters since. The position peaked at $390K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Plan Group Financial held 1,990 shares of Vistra worth $316K as of Q2 2026.
  • Plan Group Financial left its Vistra share count unchanged in Q2 2026.
  • Vistra made up 0.07% of Plan Group Financial's portfolio in Q2 2026, its #171 holding.
  • Plan Group Financial first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
  • Plan Group Financial's Vistra position peaked at $390K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.