Allegiance Financial Group Advisory Services’s Verizon VZ Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$284K	Buy	6,711 +1,496	+29%	+$70.2K	0.05%	152
2026 Q1	$262K	Sell	5,215 -2,851	-35%	-$132K	0.05%	153
2025 Q4	$329K	Sell	8,066 -1,420	-15%	-$57.6K	0.07%	116
2025 Q3	$417K	Buy	+9,486	New	+$411K	0.1%	78
2025 Q2	–	Sell	-7,381	Closed	-$335K	–	178
2025 Q1	$335K	Buy	7,381 +1,502	+26%	+$62.5K	0.1%	84
2024 Q4	$235K	Sell	5,879 -3,061	-34%	-$129K	0.08%	84
2024 Q3	$402K	Sell	8,940 -1,136	-11%	-$47.4K	0.14%	52
2024 Q2	$416K	Buy	10,076 +1	+0%	+$40	0.16%	48
2024 Q1	$423K	Buy	+10,075	New	+$406K	0.17%	49

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Allegiance Financial Group Advisory Services's VZ Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its Verizon (VZ) stake by 29% in Q2 2026, buying an estimated $70.2K and bringing the position to 6,711 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #152.

Allegiance Financial Group Advisory Services first reported a position in VZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $423K in Q1 2024. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Allegiance Financial Group Advisory Services held 6,711 shares of Verizon worth $284K as of Q2 2026.
Allegiance Financial Group Advisory Services bought 1,496 Verizon shares in Q2 2026, an estimated $70.2K.
Verizon made up 0.05% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #152 holding.
Allegiance Financial Group Advisory Services first reported a position in Verizon in Q1 2024 and has held it in 9 quarters since.
Allegiance Financial Group Advisory Services's Verizon position peaked at $423K in Q1 2024.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.