BFG
VZ icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berger Financial Group's VZ Position: Q1 2026 in Review

Berger Financial Group reduced its Verizon (VZ) stake by 11% in Q1 2026, selling an estimated $58.9K and leaving 10,109 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #292.

Berger Financial Group first reported a position in VZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.01M in Q1 2022. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Berger Financial Group held 10,109 shares of Verizon worth $507K as of Q1 2026.
  • Berger Financial Group sold 1,270 Verizon shares in Q1 2026, an estimated $58.9K.
  • Verizon made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #292 holding.
  • Berger Financial Group first reported a position in Verizon in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Verizon position peaked at $5.01M in Q1 2022.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.