Root Financial Partners’s Vistra VST Stock Holding History

Root Financial Partners’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	–	Sell	-699	Closed	-$105K	–	3126
2026 Q1	$105K	Buy	699 +133	+23%	+$21.5K	﹤0.01%	544
2025 Q4	$91.3K	Sell	566 -70	-11%	-$12.8K	﹤0.01%	502
2025 Q3	$125K	Buy	+636	New	+$126K	0.01%	376

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

Root Financial Partners's VST Position: Q2 2026 in Review

Root Financial Partners sold out of Vistra (VST) in Q2 2026, closing a stake of 699 shares — an estimated $105K sold.

Root Financial Partners first reported a position in VST in Q3 2025 and held it in 3 quarters. The position peaked at $125K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Root Financial Partners reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 699 Vistra shares in Q2 2026, an estimated $105K.
Root Financial Partners first reported a position in Vistra in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Vistra position peaked at $125K in Q3 2025.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.