West Branch Capital’s Vistra VST Stock Holding History

West Branch Capital’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	$31.7K	Hold	200	–	–	0.01%	162
2026 Q1	$30.1K	Hold	200	–	–	0.01%	158
2025 Q4	$32.3K	Hold	200	–	–	0.01%	155
2025 Q3	$39.2K	Hold	200	–	–	0.01%	159
2025 Q2	$38.8K	Hold	200	–	–	0.01%	160
2025 Q1	$23.5K	Hold	200	–	–	0.01%	210
2024 Q4	$27.6K	Buy	+200	New	+$27.8K	0.01%	196
2022 Q2	–	Sell	-306	Closed	-$7K	–	459
2022 Q1	$7K	Hold	306	–	–	﹤0.01%	330
2021 Q4	$7K	Hold	306	–	–	﹤0.01%	359
2021 Q3	$5K	Hold	306	–	–	﹤0.01%	368
2021 Q2	$6K	Buy	+306	New	+$5.28K	﹤0.01%	363

Other funds holding VST

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

West Branch Capital's VST Position: Q2 2026 in Review

West Branch Capital held its Vistra (VST) position steady in Q2 2026 at 200 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #162.

West Branch Capital first reported a position in VST in Q2 2021 and has held it in 11 quarters since. The position peaked at $39.2K in Q3 2025. 290 funds tracked by Wall St. Rank hold VST as of Q2 2026.

West Branch Capital held 200 shares of Vistra worth $31.7K as of Q2 2026.
West Branch Capital left its Vistra share count unchanged in Q2 2026.
Vistra made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #162 holding.
West Branch Capital first reported a position in Vistra in Q2 2021 and has held it in 11 quarters since.
West Branch Capital's Vistra position peaked at $39.2K in Q3 2025.
290 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.