TPBG
VST icon

Turning Point Benefit Group’s Vistra VST Stock Holding History

Turning Point Benefit Group’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 		$300K Buy
1,984
+4
+0.2% +$647 0.19% 77
2025
Q4 		$319K Buy
1,980
+95
+5% +$17.3K 0.17% 71
2025
Q3 		$380K Buy
1,885
+122
+7% +$24.2K 0.23% 62
2025
Q2 		$342K Sell
1,763
-411
-19% -$60.8K 0.26% 64
2025
Q1 		$223K Buy
2,174
+692
+47% +$103K 0.21% 64
2024
Q4 		$240K Buy
+1,482
New +$206K 0.23% 57

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

Turning Point Benefit Group's VST Position: Q1 2026 in Review

Turning Point Benefit Group increased its Vistra (VST) stake by 0.2% in Q1 2026, buying an estimated $647 and bringing the position to 1,984 shares worth $300K. The position accounts for 0.19% of the portfolio, ranked #77.

Turning Point Benefit Group first reported a position in VST in Q4 2024 and has held it in 6 quarters since. The position peaked at $380K in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Turning Point Benefit Group held 1,984 shares of Vistra worth $300K as of Q1 2026.
  • Turning Point Benefit Group bought 4 Vistra shares in Q1 2026, an estimated $647.
  • Vistra made up 0.19% of Turning Point Benefit Group's portfolio in Q1 2026, its #77 holding.
  • Turning Point Benefit Group first reported a position in Vistra in Q4 2024 and has held it in 6 quarters since.
  • Turning Point Benefit Group's Vistra position peaked at $380K in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.