Beacon Pointe Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-200
Closed -$8.98K 1285
2024
Q3
$8.98K Hold
200
﹤0.01% 1218
2024
Q2
$8.25K Buy
+200
New +$8.06K ﹤0.01% 1260

Other funds holding VZ

Beacon Pointe Advisors's VZ Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Verizon (VZ) stake by 54% in Q1 2026, buying an estimated $4.03M and bringing the position to 247,541 shares worth $12.4M. The position accounts for 0.07% of the portfolio, ranked #267.

Beacon Pointe Advisors first reported a position in VZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.6M in Q1 2022. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Beacon Pointe Advisors held 247,541 shares of Verizon worth $12.4M as of Q1 2026.
  • Beacon Pointe Advisors bought 86,879 Verizon shares in Q1 2026, an estimated $4.03M.
  • Verizon made up 0.07% of Beacon Pointe Advisors's portfolio in Q1 2026, its #267 holding.
  • Beacon Pointe Advisors first reported a position in Verizon in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Verizon position peaked at $14.6M in Q1 2022.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.