RBA
VST icon

Richard Bernstein Advisors’s Vistra VST Stock Holding History

Richard Bernstein 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
Q1 		– Sell
-8,585
Closed -$1.39M – 254
2025
Q4 		$1.39M Sell
8,585
-1,238
-13% -$226K 0.04% 102
2025
Q3 		$1.92M Sell
9,823
-9,807
-50% -$1.94M 0.05% 94
2025
Q2 		$3.8M Hold
19,630
– – 0.09% 101
2025
Q1 		$2.31M Sell
19,630
-714
-4% -$107K 0.06% 185
2024
Q4 		$2.8M Buy
+20,344
New +$2.82M 0.06% 174

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

Richard Bernstein Advisors's VST Position: Q1 2026 in Review

Richard Bernstein Advisors sold out of Vistra (VST) in Q1 2026, closing a stake of 8,585 shares — an estimated $1.39M sold.

Richard Bernstein Advisors first reported a position in VST in Q4 2024 and held it in 5 quarters. The position peaked at $3.8M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Richard Bernstein Advisors reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • Richard Bernstein Advisors sold 8,585 Vistra shares in Q1 2026, an estimated $1.39M.
  • Richard Bernstein Advisors first reported a position in Vistra in Q4 2024 and held it in 5 quarters.
  • Richard Bernstein Advisors's Vistra position peaked at $3.8M in Q2 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.