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Birch Financial Group’s Verizon VZ Stock Holding History

Birch 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 		$960K Buy
22,675
+246
+1% +$11.5K 0.49% 46
2026
Q1 		$1.13M Sell
22,429
-2,309
-9% -$107K 0.66% 32
2025
Q4 		$1.01M Buy
24,738
+10,299
+71% +$418K 0.57% 33
2025
Q3 		$635K Buy
14,439
+1,969
+16% +$85.2K 0.37% 54
2025
Q2 		$540K Buy
12,470
+4,817
+63% +$209K 0.43% 53
2025
Q1 		$347K Sell
7,653
-71
-0.9% -$2.96K 0.31% 74
2024
Q4 		$309K Buy
+7,724
New +$326K 0.35% 65

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Birch Financial Group increased its Verizon (VZ) stake by 1.1% in Q2 2026, buying an estimated $11.5K and bringing the position to 22,675 shares worth $960K. The position accounts for 0.49% of the portfolio, ranked #46.

Birch Financial Group first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q1 2026. 1,773 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Birch Financial Group held 22,675 shares of Verizon worth $960K as of Q2 2026.
  • Birch Financial Group bought 246 Verizon shares in Q2 2026, an estimated $11.5K.
  • Verizon made up 0.49% of Birch Financial Group's portfolio in Q2 2026, its #46 holding.
  • Birch Financial Group first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Verizon position peaked at $1.13M in Q1 2026.
  • 1,773 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.