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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
Q2 		$351K Buy
2,215
+231
+12% +$35.8K 0.15% 84
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 $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 $3.37T AUM 44.26% 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

Turning Point Benefit Group's VST Position: Q2 2026 in Review

Turning Point Benefit Group increased its Vistra (VST) stake by 12% in Q2 2026, buying an estimated $35.8K and bringing the position to 2,215 shares worth $351K. The position accounts for 0.15% of the portfolio, ranked #84.

Turning Point Benefit Group first reported a position in VST in Q4 2024 and has held it in 7 quarters since. The position peaked at $380K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Turning Point Benefit Group held 2,215 shares of Vistra worth $351K as of Q2 2026.
  • Turning Point Benefit Group bought 231 Vistra shares in Q2 2026, an estimated $35.8K.
  • Vistra made up 0.15% of Turning Point Benefit Group's portfolio in Q2 2026, its #84 holding.
  • Turning Point Benefit Group first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
  • Turning Point Benefit Group's Vistra position peaked at $380K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.