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Bravera Wealth’s Verizon VZ Stock Holding History

Bravera Wealth’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 		$495K Sell
11,693
-99
-0.8% -$4.64K 0.19% 56
2026
Q1 		$592K Sell
11,792
-220
-2% -$10.2K 0.27% 53
2025
Q4 		$489K Buy
+12,012
New +$487K 0.25% 48

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bravera Wealth's VZ Position: Q2 2026 in Review

Bravera Wealth reduced its Verizon (VZ) stake by 0.84% in Q2 2026, selling an estimated $4.64K and leaving 11,693 shares worth $495K. The position accounts for 0.19% of the portfolio, ranked #56.

Bravera Wealth first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $592K in Q1 2026. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Bravera Wealth held 11,693 shares of Verizon worth $495K as of Q2 2026.
  • Bravera Wealth sold 99 Verizon shares in Q2 2026, an estimated $4.64K.
  • Verizon made up 0.19% of Bravera Wealth's portfolio in Q2 2026, its #56 holding.
  • Bravera Wealth first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Verizon position peaked at $592K in Q1 2026.
  • 1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.