Red Mountain Financial’s Vistra VST Stock Holding History

Red Mountain 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	$212K	Hold	1,337	–	–	0.18%	80
2026 Q1	$201K	Sell	1,337 -484	-27%	-$78.3K	0.19%	79
2025 Q4	$294K	Sell	1,821 -361	-17%	-$65.8K	0.29%	57
2025 Q3	$427K	Sell	2,182 -105	-5%	-$20.8K	0.43%	44
2025 Q2	$443K	Sell	2,287 -74	-3%	-$10.9K	0.49%	41
2025 Q1	$277K	Sell	2,361 -80	-3%	-$12K	0.34%	47
2024 Q4	$337K	Hold	2,441	–	–	0.36%	44
2024 Q3	$289K	Buy	2,441 +6	+0.2%	+$509	0.31%	49
2024 Q2	$209K	Buy	+2,435	New	+$204K	0.25%	60

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

Red Mountain Financial's VST Position: Q2 2026 in Review

Red Mountain Financial held its Vistra (VST) position steady in Q2 2026 at 1,337 shares worth $212K. The position accounts for 0.18% of the portfolio, ranked #80.

Red Mountain Financial first reported a position in VST in Q2 2024 and has held it in 9 quarters since. The position peaked at $443K in Q2 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Red Mountain Financial held 1,337 shares of Vistra worth $212K as of Q2 2026.
Red Mountain Financial left its Vistra share count unchanged in Q2 2026.
Vistra made up 0.18% of Red Mountain Financial's portfolio in Q2 2026, its #80 holding.
Red Mountain Financial first reported a position in Vistra in Q2 2024 and has held it in 9 quarters since.
Red Mountain Financial's Vistra position peaked at $443K in Q2 2025.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.