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Teamwork Financial Advisors’s Vistra VST Stock Holding History

Teamwork Financial 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 		$11.7M Sell
74,016
-891
-1% -$138K 1.07% 43
2026
Q1 		$11.3M Sell
74,907
-3,948
-5% -$639K 1.19% 32
2025
Q4 		$12.7M Buy
78,855
+22,492
+40% +$4.1M 1.28% 36
2025
Q3 		$11M Buy
+56,363
New +$11.2M 1.14% 43

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Teamwork Financial Advisors's VST Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Vistra (VST) stake by 1.2% in Q2 2026, selling an estimated $138K and leaving 74,016 shares worth $11.7M. The position accounts for 1.07% of the portfolio, ranked #43.

Teamwork Financial Advisors first reported a position in VST in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.7M in Q4 2025. 204 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Teamwork Financial Advisors held 74,016 shares of Vistra worth $11.7M as of Q2 2026.
  • Teamwork Financial Advisors sold 891 Vistra shares in Q2 2026, an estimated $138K.
  • Vistra made up 1.07% of Teamwork Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Teamwork Financial Advisors first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
  • Teamwork Financial Advisors's Vistra position peaked at $12.7M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.