Benchmark Financial Wealth Advisors’s Verizon VZ Stock Holding History

Benchmark Financial 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	$644K	Buy	15,200 +1,661	+12%	+$77.9K	0.16%	72
2026 Q1	$680K	Buy	13,539 +1,732	+15%	+$80.3K	0.19%	64
2025 Q4	$481K	Buy	11,807 +1,135	+11%	+$46K	0.14%	77
2025 Q3	$469K	Sell	10,672 -583	-5%	-$25.2K	0.14%	75
2025 Q2	$487K	Buy	11,255 +969	+9%	+$42K	0.16%	64
2025 Q1	$467K	Buy	10,286 +1,650	+19%	+$68.7K	0.18%	64
2024 Q4	$345K	Buy	8,636 +1,043	+14%	+$44K	0.11%	74
2024 Q3	$341K	Buy	7,593 +998	+15%	+$41.7K	0.11%	71
2024 Q2	$272K	Buy	6,595 +1,246	+23%	+$50.2K	0.1%	77
2024 Q1	$224K	Buy	+5,349	New	+$216K	0.09%	82
2021 Q1	–	Sell	-3,661	Closed	-$215K	–	75
2020 Q4	$215K	Sell	3,661 -677	-16%	-$40.2K	0.12%	62
2020 Q3	$258K	Sell	4,338 -665	-13%	-$38.6K	0.17%	47
2020 Q2	$276K	Buy	+5,003	New	+$281K	0.2%	40
2019 Q3	–	Sell	-5,609	Closed	-$320K	–	42
2019 Q2	$320K	Buy	5,609 +555	+11%	+$32K	0.31%	25
2019 Q1	$299K	Buy	5,054 +34	+0.7%	+$1.93K	0.31%	26
2018 Q4	$282K	Buy	+5,020	New	+$285K	0.35%	25

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

Benchmark Financial Wealth Advisors's VZ Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Verizon (VZ) stake by 12% in Q2 2026, buying an estimated $77.9K and bringing the position to 15,200 shares worth $644K. The position accounts for 0.16% of the portfolio, ranked #72.

Benchmark Financial Wealth Advisors first reported a position in VZ in Q4 2018 and has held it in 16 quarters since. The position peaked at $680K in Q1 2026. 1,744 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Benchmark Financial Wealth Advisors held 15,200 shares of Verizon worth $644K as of Q2 2026.
Benchmark Financial Wealth Advisors bought 1,661 Verizon shares in Q2 2026, an estimated $77.9K.
Verizon made up 0.16% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Benchmark Financial Wealth Advisors first reported a position in Verizon in Q4 2018 and has held it in 16 quarters since.
Benchmark Financial Wealth Advisors's Verizon position peaked at $680K in Q1 2026.
1,744 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.