SVB Wealth’s Vistra VST Stock Holding History

SVB 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
2025 Q2	–	Sell	-1,745	Closed	-$205K	–	1609
2025 Q1	$205K	Buy	+1,745	New	+$261K	0.01%	307
2023 Q1	–	Sell	-8,935	Closed	-$207K	–	1081
2022 Q4	$207K	Buy	+8,935	New	+$207K	﹤0.01%	900

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SVB Wealth's VST Position: Q2 2025 in Review

SVB Wealth sold out of Vistra (VST) in Q2 2025, closing a stake of 1,745 shares — an estimated $205K sold.

SVB Wealth first reported a position in VST in Q4 2022 and held it in 2 quarters. The position peaked at $207K in Q4 2022. 1,273 funds tracked by Wall St. Rank hold VST as of Q2 2025.

SVB Wealth reported no remaining Vistra position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,745 Vistra shares in Q2 2025, an estimated $205K.
SVB Wealth first reported a position in Vistra in Q4 2022 and held it in 2 quarters.
SVB Wealth's Vistra position peaked at $207K in Q4 2022.
1,273 funds tracked by Wall St. Rank held Vistra as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.