SageView Advisory Group’s Vistra VST Stock Holding History

SageView Advisory Group’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 Q4	$219K	Sell	1,354 -126	-9%	-$23K	0.01%	572
2025 Q3	$290K	Sell	1,480 -3	-0.2%	-$594	0.01%	531
2025 Q2	$291K	Buy	+1,483	New	+$219K	0.01%	503

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's VST Position: Q4 2025 in Review

SageView Advisory Group reduced its Vistra (VST) stake by 8.5% in Q4 2025, selling an estimated $23K and leaving 1,354 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #572.

SageView Advisory Group first reported a position in VST in Q2 2025 and has held it in 3 quarters since. The position peaked at $291K in Q2 2025. 1,337 funds tracked by Wall St. Rank hold VST as of Q4 2025.

SageView Advisory Group held 1,354 shares of Vistra worth $219K as of Q4 2025.
SageView Advisory Group sold 126 Vistra shares in Q4 2025, an estimated $23K.
Vistra made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #572 holding.
SageView Advisory Group first reported a position in Vistra in Q2 2025 and has held it in 3 quarters since.
SageView Advisory Group's Vistra position peaked at $291K in Q2 2025.
1,337 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.