UCFA
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United Capital Financial Advisors’s Vistra VST Stock Holding History

United Capital 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 		$2.09M Buy
13,165
+594
+5% +$92.2K 0.01% 571
2026
Q1 		$1.89M Buy
12,571
+2,796
+29% +$453K 0.01% 568
2025
Q4 		$1.58M Buy
9,775
+1,392
+17% +$254K 0.01% 597
2025
Q3 		$1.64M Buy
8,383
+873
+12% +$173K 0.01% 515
2025
Q2 		$1.46M Buy
7,510
+2,259
+43% +$334K 0.01% 504
2025
Q1 		$617K Sell
5,251
-21
-0.4% -$3.14K 0.01% 688
2024
Q4 		$727K Buy
5,272
+838
+19% +$116K 0.01% 631
2024
Q3 		$526K Buy
4,434
+267
+6% +$22.7K ﹤0.01% 713
2024
Q2 		$358K Sell
4,167
-2,063
-33% -$173K ﹤0.01% 794
2024
Q1 		$434K Buy
+6,230
New +$308K ﹤0.01% 772

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

United Capital Financial Advisors's VST Position: Q2 2026 in Review

United Capital Financial Advisors increased its Vistra (VST) stake by 4.7% in Q2 2026, buying an estimated $92.2K and bringing the position to 13,165 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #571.

United Capital Financial Advisors first reported a position in VST in Q1 2024 and has held it in 10 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • United Capital Financial Advisors held 13,165 shares of Vistra worth $2.09M as of Q2 2026.
  • United Capital Financial Advisors bought 594 Vistra shares in Q2 2026, an estimated $92.2K.
  • Vistra made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #571 holding.
  • United Capital Financial Advisors first reported a position in Vistra in Q1 2024 and has held it in 10 quarters since.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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