BankPlus Trust Department’s Verizon VZ Stock Holding History

BankPlus Trust Department’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	$675K	Buy	15,944 +9,300	+140%	+$436K	0.16%	112
2026 Q1	$334K	Sell	6,644 -174	-3%	-$8.06K	0.09%	139
2025 Q4	$278K	Sell	6,818 -3,687	-35%	-$150K	0.07%	150
2025 Q3	$462K	Buy	10,505 +4,650	+79%	+$201K	0.12%	120
2025 Q2	$253K	Sell	5,855 -172	-3%	-$7.45K	0.08%	141
2025 Q1	$273K	Sell	6,027 -296	-5%	-$12.3K	0.09%	125
2024 Q4	$253K	Buy	+6,323	New	+$267K	0.08%	127

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

BankPlus Trust Department's VZ Position: Q2 2026 in Review

BankPlus Trust Department increased its Verizon (VZ) stake by 140% in Q2 2026, buying an estimated $436K and bringing the position to 15,944 shares worth $675K. The position accounts for 0.16% of the portfolio, ranked #112.

BankPlus Trust Department first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. 1,782 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

BankPlus Trust Department held 15,944 shares of Verizon worth $675K as of Q2 2026.
BankPlus Trust Department bought 9,300 Verizon shares in Q2 2026, an estimated $436K.
Verizon made up 0.16% of BankPlus Trust Department's portfolio in Q2 2026, its #112 holding.
BankPlus Trust Department first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
1,782 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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