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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
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
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

Root Financial Partners's VST Position: Q1 2026 in Review

Root Financial Partners increased its Vistra (VST) stake by 23% in Q1 2026, buying an estimated $21.5K and bringing the position to 699 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Root Financial Partners first reported a position in VST in Q3 2025 and has held it in 3 quarters since. The position peaked at $125K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Root Financial Partners held 699 shares of Vistra worth $105K as of Q1 2026.
  • Root Financial Partners bought 133 Vistra shares in Q1 2026, an estimated $21.5K.
  • Vistra made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #544 holding.
  • Root Financial Partners first reported a position in Vistra in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Vistra position peaked at $125K in Q3 2025.
  • 1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.