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Carter Financial Group’s Verizon VZ Stock Holding History

Carter 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 		– Sell
-4,254
Closed -$214K – 142
2026
Q1 		$214K Buy
+4,254
New +$197K 0.13% 112
2022
Q1 		$322K Buy
+6,318
New +$335K 0.43% 32

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Carter Financial Group sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,254 shares — an estimated $214K sold.

Carter Financial Group first reported a position in VZ in Q1 2022 and held it in 2 quarters. The position peaked at $322K in Q1 2022. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Carter Financial Group reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Carter Financial Group sold 4,254 Verizon shares in Q2 2026, an estimated $214K.
  • Carter Financial Group first reported a position in Verizon in Q1 2022 and held it in 2 quarters.
  • Carter Financial Group's Verizon position peaked at $322K in Q1 2022.
  • 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.