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James T. Borello RIA’s Vistra VST Stock Holding History

James T. Borello RIA’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
Q3 		$15.6K Sell
113
-15
-12% -$2.21K ﹤0.01% 491
2026
Q2 		$20.3K Sell
128
-23
-15% -$3.57K ﹤0.01% 409
2026
Q1 		$22.7K Buy
151
+29
+24% +$4.69K 0.01% 344
2025
Q4 		$19.7K Buy
122
+80
+190% +$14.6K 0.01% 284
2025
Q3 		$8.23K Buy
+42
New +$8.32K ﹤0.01% 339

Other funds holding VST

Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

James T. Borello RIA's VST Position: Q3 2026 in Review

James T. Borello RIA reduced its Vistra (VST) stake by 12% in Q3 2026, selling an estimated $2.21K and leaving 113 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

James T. Borello RIA first reported a position in VST in Q3 2025 and has held it in 5 quarters since. The position peaked at $22.7K in Q1 2026. 182 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • James T. Borello RIA held 113 shares of Vistra worth $15.6K as of Q3 2026.
  • James T. Borello RIA sold 15 Vistra shares in Q3 2026, an estimated $2.21K.
  • Vistra made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #491 holding.
  • James T. Borello RIA first reported a position in Vistra in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Vistra position peaked at $22.7K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.