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SOA Wealth Advisors’s Vistra VST Stock Holding History

SOA Wealth Advisors’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 		$57.5K Buy
362
+122
+51% +$18.9K 0.01% 366
2026
Q1 		$36.1K Sell
240
-125
-34% -$20.2K 0.01% 419
2025
Q4 		$58.9K Buy
365
+65
+22% +$11.8K 0.01% 345
2025
Q3 		$58.8K Buy
300
+195
+186% +$38.6K 0.01% 355
2025
Q2 		$20.4K Buy
+105
New +$15.5K ﹤0.01% 500

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SOA Wealth Advisors's VST Position: Q2 2026 in Review

SOA Wealth Advisors increased its Vistra (VST) stake by 51% in Q2 2026, buying an estimated $18.9K and bringing the position to 362 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #366.

SOA Wealth Advisors first reported a position in VST in Q2 2025 and has held it in 5 quarters since. The position peaked at $58.9K in Q4 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • SOA Wealth Advisors held 362 shares of Vistra worth $57.5K as of Q2 2026.
  • SOA Wealth Advisors bought 122 Vistra shares in Q2 2026, an estimated $18.9K.
  • Vistra made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #366 holding.
  • SOA Wealth Advisors first reported a position in Vistra in Q2 2025 and has held it in 5 quarters since.
  • SOA Wealth Advisors's Vistra position peaked at $58.9K in Q4 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.