CFFP
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Center for Financial Planning’s Verizon VZ Stock Holding History

Center for Financial Planning’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 		$516K Buy
12,186
+277
+2% +$13K 0.05% 109
2026
Q1 		$598K Sell
11,909
-701
-6% -$32.5K 0.06% 99
2025
Q4 		$514K Buy
12,610
+1,567
+14% +$63.6K 0.05% 103
2025
Q3 		$485K Buy
11,043
+1,355
+14% +$58.7K 0.05% 113
2025
Q2 		$419K Sell
9,688
-551
-5% -$23.9K 0.05% 116
2025
Q1 		$464K Buy
10,239
+1,397
+16% +$58.2K 0.06% 102
2024
Q4 		$354K Sell
8,842
-1,367
-13% -$57.7K 0.05% 115
2024
Q3 		$458K Sell
10,209
-5,371
-34% -$224K 0.06% 96
2024
Q2 		$643K Sell
15,580
-563
-3% -$22.7K 0.09% 78
2024
Q1 		$677K Buy
16,143
+1,075
+7% +$43.4K 0.1% 72
2023
Q4 		$568K Sell
15,068
-394
-3% -$13.9K 0.1% 75
2023
Q3 		$501K Buy
15,462
+412
+3% +$13.9K 0.11% 79
2023
Q2 		$560K Buy
15,050
+142
+1% +$5.26K 0.12% 73
2023
Q1 		$580K Sell
14,908
-198
-1% -$7.81K 0.13% 70
2022
Q4 		$595K Buy
15,106
+161
+1% +$6.07K 0.14% 64
2022
Q3 		$567K Buy
14,945
+848
+6% +$37.8K 0.15% 68
2022
Q2 		$715K Sell
14,097
-1,501
-10% -$75.9K 0.18% 62
2022
Q1 		$795K Buy
15,598
+1,380
+10% +$73.1K 0.16% 69
2021
Q4 		$739K Sell
14,218
-861
-6% -$44.9K 0.15% 67
2021
Q3 		$814K Sell
15,079
-1,681
-10% -$93K 0.2% 58
2021
Q2 		$939K Buy
16,760
+451
+3% +$25.9K 0.23% 50
2021
Q1 		$948K Buy
16,309
+207
+1% +$11.7K 0.25% 48
2020
Q4 		$946K Sell
16,102
-69
-0.4% -$4.1K 0.27% 43
2020
Q3 		$962K Buy
16,171
+16
+0.1% +$930 0.31% 38
2020
Q2 		$891K Sell
16,155
-567
-3% -$31.9K 0.31% 37
2020
Q1 		$898K Buy
16,722
+696
+4% +$39.8K 0.3% 36
2019
Q4 		$984K Buy
+16,026
New +$967K 0.25% 38

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

Center for Financial Planning's VZ Position: Q2 2026 in Review

Center for Financial Planning increased its Verizon (VZ) stake by 2.3% in Q2 2026, buying an estimated $13K and bringing the position to 12,186 shares worth $516K. The position accounts for 0.05% of the portfolio, ranked #109.

Center for Financial Planning first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $984K in Q4 2019. 1,034 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Center for Financial Planning held 12,186 shares of Verizon worth $516K as of Q2 2026.
  • Center for Financial Planning bought 277 Verizon shares in Q2 2026, an estimated $13K.
  • Verizon made up 0.05% of Center for Financial Planning's portfolio in Q2 2026, its #109 holding.
  • Center for Financial Planning first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Verizon position peaked at $984K in Q4 2019.
  • 1,034 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.