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Richardson Financial Services’s Vistra VST Stock Holding History

Richardson Financial Services’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 		$3.49K Buy
22
+5
+29% +$776 ﹤0.01% 520
2026
Q1 		$2.56K Hold
17
– – ﹤0.01% 536
2025
Q4 		$2.74K Buy
17
+5
+42% +$911 ﹤0.01% 534
2025
Q3 		$2.35K Buy
+12
New +$2.38K ﹤0.01% 482

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Richardson Financial Services's VST Position: Q2 2026 in Review

Richardson Financial Services increased its Vistra (VST) stake by 29% in Q2 2026, buying an estimated $776 and bringing the position to 22 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Richardson Financial Services first reported a position in VST in Q3 2025 and has held it in 4 quarters since. 974 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Richardson Financial Services held 22 shares of Vistra worth $3.49K as of Q2 2026.
  • Richardson Financial Services bought 5 Vistra shares in Q2 2026, an estimated $776.
  • Vistra made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #520 holding.
  • Richardson Financial Services first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
  • 974 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.