RFM
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Royal Fund Management’s Vistra VST Stock Holding History

Royal Fund Management’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
2025
Q2 		– Sell
-500
Closed -$57K – 366
2025
Q1 		$57K Sell
500
-11,300
-96% -$1.69M 0.01% 314
2024
Q4 		$1.63M Buy
+11,800
New +$1.64M 0.15% 143

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Royal Fund Management's VST Position: Q2 2026 in Review

Royal Fund Management increased its Vistra (VST) stake by 13% in Q2 2026, buying an estimated $594K and bringing the position to 32,207 shares worth $5.11M. The position accounts for 0.43% of the portfolio, ranked #82.

Royal Fund Management first reported a position in VST in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.7M in Q4 2025. 276 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Royal Fund Management held 32,207 shares of Vistra worth $5.11M as of Q2 2026.
  • Royal Fund Management bought 3,828 Vistra shares in Q2 2026, an estimated $594K.
  • Vistra made up 0.43% of Royal Fund Management's portfolio in Q2 2026, its #82 holding.
  • Royal Fund Management first reported a position in Vistra in Q3 2024 and has held it in 7 quarters since.
  • Royal Fund Management's Vistra position peaked at $7.7M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.