WESPAC Advisors SoCal’s Vistra VST Stock Holding History

WESPAC Advisors SoCal’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	$2.16M	Buy	13,611 +1,389	+11%	+$215K	0.39%	65
2026 Q1	$1.84M	Buy	12,222 +2,648	+28%	+$429K	0.39%	62
2025 Q4	$1.54M	Buy	9,574 +746	+8%	+$136K	0.31%	63
2025 Q3	$1.73M	Buy	8,828 +88	+1%	+$17.4K	0.35%	61
2025 Q2	$1.69M	Buy	8,740 +4,216	+93%	+$624K	0.38%	59
2025 Q1	$531K	Buy	+4,524	New	+$676K	0.14%	72

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WESPAC Advisors SoCal's VST Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Vistra (VST) stake by 11% in Q2 2026, buying an estimated $215K and bringing the position to 13,611 shares worth $2.16M. The position accounts for 0.39% of the portfolio, ranked #65.

WESPAC Advisors SoCal first reported a position in VST in Q1 2025 and has held it in 6 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

WESPAC Advisors SoCal held 13,611 shares of Vistra worth $2.16M as of Q2 2026.
WESPAC Advisors SoCal bought 1,389 Vistra shares in Q2 2026, an estimated $215K.
Vistra made up 0.39% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #65 holding.
WESPAC Advisors SoCal first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.