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Rothschild Investment LLC’s Vistra VST Stock Holding History

Rothschild Investment LLC’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 		$559K Buy
3,521
+629
+22% +$97.6K 0.02% 570
2026
Q1 		$435K Buy
2,892
+483
+20% +$78.2K 0.02% 437
2025
Q4 		$389K Buy
2,409
+68
+3% +$12.4K 0.02% 432
2025
Q3 		$459K Buy
2,341
+151
+7% +$29.9K 0.03% 380
2025
Q2 		$424K Buy
2,190
+1,348
+160% +$199K 0.03% 375
2025
Q1 		$98.9K Buy
842
+379
+82% +$56.6K 0.01% 633
2024
Q4 		$63.8K Buy
463
+118
+34% +$16.4K ﹤0.01% 734
2024
Q3 		$40.9K Buy
345
+330
+2,200% +$28K ﹤0.01% 828
2024
Q2 		$1.29K Buy
+15
New +$1.25K ﹤0.01% 1542

Other funds holding VST

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Rothschild Investment LLC's VST Position: Q2 2026 in Review

Rothschild Investment LLC increased its Vistra (VST) stake by 22% in Q2 2026, buying an estimated $97.6K and bringing the position to 3,521 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #570.

Rothschild Investment LLC first reported a position in VST in Q2 2024 and has held it in 9 quarters since. 687 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Rothschild Investment LLC held 3,521 shares of Vistra worth $559K as of Q2 2026.
  • Rothschild Investment LLC bought 629 Vistra shares in Q2 2026, an estimated $97.6K.
  • Vistra made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #570 holding.
  • Rothschild Investment LLC first reported a position in Vistra in Q2 2024 and has held it in 9 quarters since.
  • 687 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.