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Stonebridge Financial Group (Pennsylvania)’s Vistra VST Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-100
Closed -$11.7K – 925
2025
Q1 		$11.7K Buy
+100
New +$14.9K ﹤0.01% 570

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stonebridge Financial Group (Pennsylvania)'s VST Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Vistra (VST) in Q2 2025, closing a stake of 100 shares — an estimated $11.7K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in VST in Q1 2025 and held it in 1 quarter. The position peaked at $11.7K in Q1 2025. 1,273 funds tracked by Wall St. Rank hold VST as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Vistra position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 100 Vistra shares in Q2 2025, an estimated $11.7K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vistra in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Vistra position peaked at $11.7K in Q1 2025.
  • 1,273 funds tracked by Wall St. Rank held Vistra as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.