Bruce G. Allen Investments’s Verizon VZ Stock Holding History

Bruce G. Allen Investments’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	$619K	Sell	14,622 -54	-0.4%	-$2.53K	0.39%	31
2026 Q1	$737K	Buy	14,676 +484	+3%	+$22.4K	0.48%	24
2025 Q4	$578K	Buy	14,192 +645	+5%	+$26.2K	0.39%	30
2025 Q3	$595K	Buy	13,547 +15	+0.1%	+$649	0.43%	26
2025 Q2	$586K	Sell	13,532 -49	-0.4%	-$2.12K	0.44%	26
2025 Q1	$616K	Buy	13,581 +326	+2%	+$13.6K	0.49%	25
2024 Q4	$530K	Sell	13,255 -13	-0.1%	-$548	0.43%	30
2024 Q3	$596K	Sell	13,268 -472	-3%	-$19.7K	0.46%	29
2024 Q2	$567K	Sell	13,740 -33	-0.2%	-$1.33K	0.48%	30
2024 Q1	$578K	Sell	13,773 -65	-0.5%	-$2.62K	0.48%	30
2023 Q4	$522K	Buy	+13,838	New	+$490K	0.48%	29

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

Bruce G. Allen Investments's VZ Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Verizon (VZ) stake by 0.37% in Q2 2026, selling an estimated $2.53K and leaving 14,622 shares worth $619K. The position accounts for 0.39% of the portfolio, ranked #31.

Bruce G. Allen Investments first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $737K in Q1 2026. 1,777 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Bruce G. Allen Investments held 14,622 shares of Verizon worth $619K as of Q2 2026.
Bruce G. Allen Investments sold 54 Verizon shares in Q2 2026, an estimated $2.53K.
Verizon made up 0.39% of Bruce G. Allen Investments's portfolio in Q2 2026, its #31 holding.
Bruce G. Allen Investments first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Verizon position peaked at $737K in Q1 2026.
1,777 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.