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B. Riley Wealth Advisors’s Verizon VZ Stock Holding History

B. Riley Wealth Advisors’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 		$13.2K Buy
+300
New +$14.1K ﹤0.01% 907
2026
Q1 		– Sell
-1,300
Closed -$52.9K – 1122
2025
Q4 		$52.9K Sell
1,300
-78,700
-98% -$3.19M ﹤0.01% 969
2025
Q3 		$35.2K Buy
80,000
+78,800
+6,567% +$3.41M ﹤0.01% 1020
2025
Q2 		$51.9K Sell
1,200
-12,782
-91% -$554K ﹤0.01% 987
2025
Q1 		$634K Buy
+13,982
New +$582K 0.02% 670

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

B. Riley Wealth Advisors's VZ Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Verizon (VZ) stake by 8.7% in Q2 2026, buying an estimated $252K and bringing the position to 66,783 shares worth $2.95M. The position accounts for 0.16% of the portfolio, ranked #133.

B. Riley Wealth Advisors first reported a position in VZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.5M in Q4 2014. 3,153 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • B. Riley Wealth Advisors held 66,783 shares of Verizon worth $2.95M as of Q2 2026.
  • B. Riley Wealth Advisors bought 5,365 Verizon shares in Q2 2026, an estimated $252K.
  • Verizon made up 0.16% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • B. Riley Wealth Advisors first reported a position in Verizon in Q2 2013 and has held it in 53 quarters since.
  • B. Riley Wealth Advisors's Verizon position peaked at $29.5M in Q4 2014.
  • 3,153 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.