Resonant Capital Advisors’s Vistra VST Stock Holding History

Resonant Capital Advisors’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	$2.53M	Buy	15,965 +2,696	+20%	+$418K	0.12%	115
2026 Q1	$1.99M	Buy	13,269 +4,327	+48%	+$700K	0.1%	126
2025 Q4	$1.44M	Buy	8,942 +2,415	+37%	+$440K	0.08%	139
2025 Q3	$1.28M	Buy	6,527 +5,266	+418%	+$1.04M	0.07%	149
2025 Q2	$244K	Buy	+1,261	New	+$187K	0.02%	365

Other funds holding VST

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Resonant Capital Advisors's VST Position: Q2 2026 in Review

Resonant Capital Advisors increased its Vistra (VST) stake by 20% in Q2 2026, buying an estimated $418K and bringing the position to 15,965 shares worth $2.53M. The position accounts for 0.12% of the portfolio, ranked #115.

Resonant Capital Advisors first reported a position in VST in Q2 2025 and has held it in 5 quarters since. 687 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Resonant Capital Advisors held 15,965 shares of Vistra worth $2.53M as of Q2 2026.
Resonant Capital Advisors bought 2,696 Vistra shares in Q2 2026, an estimated $418K.
Vistra made up 0.12% of Resonant Capital Advisors's portfolio in Q2 2026, its #115 holding.
Resonant Capital Advisors first reported a position in Vistra in Q2 2025 and has held it in 5 quarters since.
687 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.