Root Financial Partners
VST icon

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
Q3 		$95.3K Buy
+689
New +$101K ﹤0.01% 756
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's VST Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vistra (VST) in Q3 2026: 689 shares worth $95.3K. The stake represents ﹤0.01% of the portfolio and ranks #756 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VST as recently as Q1 2026.

Root Financial Partners first reported a position in VST in Q3 2025 and has held it in 4 quarters since. The position peaked at $125K in Q3 2025. 1,138 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Root Financial Partners held 689 shares of Vistra worth $95.3K as of Q3 2026.
  • Vistra was a new Root Financial Partners position in Q3 2026.
  • Vistra made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #756 holding.
  • Root Financial Partners first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Vistra position peaked at $125K in Q3 2025.
  • 1,138 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.