SS
VST icon

Sunbelt Securities’s Vistra VST Stock Holding History

Sunbelt Securities’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
Q1 		$101K Hold
669
– – 0.01% 838
2025
Q4 		$108K Hold
669
– – 0.01% 801
2025
Q3 		$131K Sell
669
-5,741
-90% -$1.14M 0.01% 757
2025
Q2 		$884K Buy
6,410
+5,750
+871% +$851K 0.08% 222
2025
Q1 		$77.5K Sell
660
-5,749
-90% -$859K 0.01% 792
2024
Q4 		$898K Buy
6,409
+98
+2% +$13.6K 0.08% 219
2024
Q3 		$748K Buy
6,311
+1,704
+37% +$145K 0.07% 255
2024
Q2 		$396K Sell
4,607
-583
-11% -$48.8K 0.04% 389
2024
Q1 		$361K Sell
5,190
-51
-1% -$2.52K 0.04% 394
2023
Q4 		$202K Sell
5,241
-209
-4% -$7.27K 0.03% 486
2023
Q3 		$181K Sell
5,450
-2
-0% -$60 0.03% 501
2023
Q2 		$143K Buy
5,452
+4,102
+304% +$100K 0.02% 549
2023
Q1 		$31.8K Buy
+1,350
New +$31.3K 0.01% 840

Other funds holding VST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sunbelt Securities's VST Position: Q1 2026 in Review

Sunbelt Securities held its Vistra (VST) position steady in Q1 2026 at 669 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #838.

Sunbelt Securities first reported a position in VST in Q1 2023 and has held it in 13 quarters since. The position peaked at $898K in Q4 2024. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Sunbelt Securities held 669 shares of Vistra worth $101K as of Q1 2026.
  • Sunbelt Securities left its Vistra share count unchanged in Q1 2026.
  • Vistra made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #838 holding.
  • Sunbelt Securities first reported a position in Vistra in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Vistra position peaked at $898K in Q4 2024.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.