SFS
VST icon

Sowell Financial Services’s Vistra VST Stock Holding History

Sowell Financial Services’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 		$642K Sell
4,050
-83
-2% -$12.9K 0.02% 573
2026
Q1 		$621K Sell
4,133
-1,523
-27% -$247K 0.02% 574
2025
Q4 		$912K Sell
5,656
-1,017
-15% -$185K 0.03% 457
2025
Q3 		$1.31M Sell
6,673
-395
-6% -$78.3K 0.05% 368
2025
Q2 		$1.37M Buy
7,068
+226
+3% +$33.4K 0.06% 341
2025
Q1 		$804K Buy
+6,842
New +$1.02M 0.04% 453
2022
Q4 		– Sell
-10,428
Closed -$219K – 547
2022
Q3 		$219K Buy
+10,428
New +$252K 0.02% 393
2021
Q2 		– Sell
-2,434
Closed -$39K – 2694
2021
Q1 		$39K Sell
2,434
-282
-10% -$5.61K ﹤0.01% 1764
2020
Q4 		$53K Buy
2,716
+2,421
+821% +$45.1K ﹤0.01% 1372
2020
Q3 		$6K Sell
295
-254
-46% -$4.79K ﹤0.01% 1967
2020
Q2 		$10K Hold
549
– – ﹤0.01% 1709
2020
Q1 		$9K Hold
549
– – ﹤0.01% 1655
2019
Q4 		$13K Buy
549
+5
+0.9% +$129 ﹤0.01% 1602
2019
Q3 		$15K Buy
+544
New +$12.9K ﹤0.01% 1398

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

Sowell Financial Services's VST Position: Q2 2026 in Review

Sowell Financial Services reduced its Vistra (VST) stake by 2% in Q2 2026, selling an estimated $12.9K and leaving 4,050 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #573.

Sowell Financial Services first reported a position in VST in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.37M in Q2 2025. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Sowell Financial Services held 4,050 shares of Vistra worth $642K as of Q2 2026.
  • Sowell Financial Services sold 83 Vistra shares in Q2 2026, an estimated $12.9K.
  • Vistra made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #573 holding.
  • Sowell Financial Services first reported a position in Vistra in Q3 2019 and has held it in 14 quarters since.
  • Sowell Financial Services's Vistra position peaked at $1.37M in Q2 2025.
  • 1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.