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Simplicity Wealth’s Vistra VST Stock Holding History

Simplicity Wealth’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 		$2.34M Buy
+14,746
New +$2.29M 0.08% 241
2025
Q4 		– Sell
-1,217
Closed -$238K – 782
2025
Q3 		$238K Sell
1,217
-1,013
-45% -$201K 0.01% 630
2025
Q2 		$432K Buy
+2,230
New +$330K 0.02% 490
2024
Q3 		– Sell
-3,883
Closed -$334K – 1200
2024
Q2 		$334K Buy
3,883
+112
+3% +$9.37K 0.01% 915
2024
Q1 		$263K Buy
+3,771
New +$187K 0.01% 966

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Simplicity Wealth's VST Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Vistra (VST) in Q2 2026: 14,746 shares worth $2.34M. The stake represents 0.08% of the portfolio and ranks #241 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in VST as recently as Q3 2025.

Simplicity Wealth first reported a position in VST in Q1 2024 and has held it in 5 quarters since. 807 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Simplicity Wealth held 14,746 shares of Vistra worth $2.34M as of Q2 2026.
  • Vistra was a new Simplicity Wealth position in Q2 2026.
  • Vistra made up 0.08% of Simplicity Wealth's portfolio in Q2 2026, its #241 holding.
  • Simplicity Wealth first reported a position in Vistra in Q1 2024 and has held it in 5 quarters since.
  • 807 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.