Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$76.3K Sell
485
-9
-2% -$1.4K ﹤0.01% 801
2026
Q1
$74.9K Sell
494
-479
-49% -$77.5K ﹤0.01% 768
2025
Q4
$165K Buy
973
+50
+5% +$9.11K ﹤0.01% 636
2025
Q3
$186K Buy
923
+365
+65% +$72.3K ﹤0.01% 600
2025
Q2
$108K Buy
558
+25
+5% +$3.7K ﹤0.01% 775
2025
Q1
$62.6K Buy
533
+242
+83% +$36.2K ﹤0.01% 888
2024
Q4
$40.1K Buy
291
+274
+1,612% +$38K ﹤0.01% 969
2024
Q3
$2.02K Buy
+17
New +$1.44K ﹤0.01% 1453
2023
Q4
Sell
-11
Closed -$364 1685
2023
Q3
$364 Buy
+11
New +$330 ﹤0.01% 1596
2022
Q4
Sell
-188
Closed -$4K 1735
2022
Q3
$4K Hold
188
﹤0.01% 1501
2022
Q2
$4K Hold
188
﹤0.01% 1488
2022
Q1
$4K Buy
+188
New +$4.17K ﹤0.01% 1492
2020
Q3
Sell
-1,000
Closed -$19K 1515
2020
Q2
$19K Buy
+1,000
New +$18.8K ﹤0.01% 974

Other funds holding VST

Whittier Trust's VST Position: Q2 2026 in Review

Whittier Trust reduced its Vistra (VST) stake by 1.8% in Q2 2026, selling an estimated $1.4K and leaving 485 shares worth $76.3K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Whittier Trust first reported a position in VST in Q2 2020 and has held it in 13 quarters since. The position peaked at $186K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Whittier Trust held 485 shares of Vistra worth $76.3K as of Q2 2026.
  • Whittier Trust sold 9 Vistra shares in Q2 2026, an estimated $1.4K.
  • Vistra made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #801 holding.
  • Whittier Trust first reported a position in Vistra in Q2 2020 and has held it in 13 quarters since.
  • Whittier Trust's Vistra position peaked at $186K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.