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Catalyst Financial Partners’s Verizon VZ Stock Holding History

Catalyst Financial Partners’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 		$986K Sell
23,293
-1,651
-7% -$77.5K 0.1% 122
2026
Q1 		$1.25M Buy
24,944
+2,552
+11% +$118K 0.15% 88
2025
Q4 		$912K Buy
22,392
+2,696
+14% +$109K 0.1% 106
2025
Q3 		$866K Sell
19,696
-373
-2% -$16.1K 0.1% 102
2025
Q2 		$868K Buy
20,069
+2,827
+16% +$122K 0.09% 94
2025
Q1 		$782K Buy
17,242
+61
+0.4% +$2.54K 0.14% 89
2024
Q4 		$687K Buy
17,181
+232
+1% +$9.79K 0.13% 100
2024
Q3 		$761K Sell
16,949
-130
-0.8% -$5.43K 0.15% 88
2024
Q2 		$704K Sell
17,079
-1,128
-6% -$45.5K 0.15% 86
2024
Q1 		$724K Buy
18,207
+522
+3% +$21.1K 0.19% 75
2023
Q4 		$667K Buy
17,685
+46
+0.3% +$1.63K 0.19% 76
2023
Q3 		$572K Sell
17,639
-1,369
-7% -$46.3K 0.18% 76
2023
Q2 		$707K Buy
19,008
+2,400
+14% +$88.8K 0.25% 63
2023
Q1 		$646K Buy
16,608
+6,471
+64% +$255K 0.28% 59
2022
Q4 		$399K Buy
+10,137
New +$382K 0.21% 76

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

Catalyst Financial Partners's VZ Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Verizon (VZ) stake by 6.6% in Q2 2026, selling an estimated $77.5K and leaving 23,293 shares worth $986K. The position accounts for 0.1% of the portfolio, ranked #122.

Catalyst Financial Partners first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q1 2026. 1,759 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Catalyst Financial Partners held 23,293 shares of Verizon worth $986K as of Q2 2026.
  • Catalyst Financial Partners sold 1,651 Verizon shares in Q2 2026, an estimated $77.5K.
  • Verizon made up 0.1% of Catalyst Financial Partners's portfolio in Q2 2026, its #122 holding.
  • Catalyst Financial Partners first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Verizon position peaked at $1.25M in Q1 2026.
  • 1,759 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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