BFG
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Berger Financial Group’s Verizon VZ Stock Holding History

Berger Financial Group’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 		$398K Sell
9,398
-711
-7% -$33.4K 0.02% 332
2026
Q1 		$507K Sell
10,109
-1,270
-11% -$58.9K 0.03% 292
2025
Q4 		$463K Buy
11,379
+886
+8% +$35.9K 0.03% 304
2025
Q3 		$461K Sell
10,493
-363
-3% -$15.7K 0.03% 296
2025
Q2 		$470K Buy
10,856
+547
+5% +$23.7K 0.03% 274
2025
Q1 		$468K Sell
10,309
-454
-4% -$18.9K 0.03% 268
2024
Q4 		$430K Sell
10,763
-1,399
-12% -$59K 0.03% 273
2024
Q3 		$546K Buy
12,162
+585
+5% +$24.4K 0.04% 223
2024
Q2 		$477K Sell
11,577
-243
-2% -$9.79K 0.04% 221
2024
Q1 		$496K Buy
11,820
+1,743
+17% +$70.3K 0.04% 209
2023
Q4 		$380K Buy
10,077
+750
+8% +$26.5K 0.04% 192
2023
Q3 		$302K Sell
9,327
-1,903
-17% -$64.3K 0.03% 209
2023
Q2 		$418K Sell
11,230
-308
-3% -$11.4K 0.05% 177
2023
Q1 		$449K Sell
11,538
-1,311
-10% -$51.7K 0.05% 167
2022
Q4 		$506K Sell
12,849
-88,663
-87% -$3.34M 0.07% 149
2022
Q3 		$3.85M Buy
101,512
+2,817
+3% +$125K 0.57% 52
2022
Q2 		$500K Buy
98,695
+250
+0.3% +$12.6K 0.07% 140
2022
Q1 		$5.01M Buy
98,445
+7,807
+9% +$414K 0.64% 40
2021
Q4 		$4.71M Buy
90,638
+10,367
+13% +$541K 0.62% 54
2021
Q3 		$4.33M Buy
80,271
+840
+1% +$46.5K 0.78% 46
2021
Q2 		$4.45M Buy
79,431
+3,292
+4% +$189K 0.8% 44
2021
Q1 		$4.43M Buy
76,139
+2,005
+3% +$113K 0.96% 30
2020
Q4 		$4.36M Buy
+74,134
New +$4.4M 0.76% 36

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 $3.38T AUM 44.17% 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

Berger Financial Group's VZ Position: Q2 2026 in Review

Berger Financial Group reduced its Verizon (VZ) stake by 7% in Q2 2026, selling an estimated $33.4K and leaving 9,398 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #332.

Berger Financial Group first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.01M in Q1 2022. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Berger Financial Group held 9,398 shares of Verizon worth $398K as of Q2 2026.
  • Berger Financial Group sold 711 Verizon shares in Q2 2026, an estimated $33.4K.
  • Verizon made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #332 holding.
  • Berger Financial Group first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Verizon position peaked at $5.01M in Q1 2022.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.