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Transamerica Financial Advisors’s Vistra VST Stock Holding History

Transamerica 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 		$14.1K Sell
88
-139
-61% -$21.6K ﹤0.01% 930
2026
Q1 		$34.1K Sell
227
-2,887
-93% -$467K ﹤0.01% 704
2025
Q4 		$502K Buy
3,114
+1,166
+60% +$212K 0.04% 267
2025
Q3 		$382K Buy
+1,948
New +$386K 0.03% 258

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 $3.38T AUM 44.17% 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

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

Transamerica Financial Advisors reduced its Vistra (VST) stake by 61% in Q2 2026, selling an estimated $21.6K and leaving 88 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Transamerica Financial Advisors first reported a position in VST in Q3 2025 and has held it in 4 quarters since. The position peaked at $502K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Transamerica Financial Advisors held 88 shares of Vistra worth $14.1K as of Q2 2026.
  • Transamerica Financial Advisors sold 139 Vistra shares in Q2 2026, an estimated $21.6K.
  • Vistra made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #930 holding.
  • Transamerica Financial Advisors first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Vistra position peaked at $502K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.