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CFS Investment Advisory Services’s Verizon VZ Stock Holding History

CFS Investment Advisory Services’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 		$373K Buy
8,755
+713
+9% +$33.4K 0.02% 291
2026
Q1 		$374K Buy
8,042
+405
+5% +$18.8K 0.03% 284
2025
Q4 		$311K Sell
7,637
-1,292
-14% -$52.4K 0.02% 287
2025
Q3 		$347K Sell
8,929
-452
-5% -$19.6K 0.03% 269
2025
Q2 		$406K Sell
9,381
-14
-0.1% -$606 0.03% 244
2025
Q1 		$426K Sell
9,395
-450
-5% -$18.7K 0.04% 231
2024
Q4 		$394K Sell
9,845
-1,326
-12% -$55.9K 0.04% 232
2024
Q3 		$502K Buy
11,171
+1,526
+16% +$63.7K 0.04% 202
2024
Q2 		$398K Buy
9,645
+674
+8% +$27.2K 0.03% 198
2024
Q1 		$376K Buy
8,971
+68
+0.8% +$2.74K 0.06% 125
2023
Q4 		$336K Sell
8,903
-2,837
-24% -$100K 0.06% 131
2023
Q3 		$380K Buy
11,740
+4,508
+62% +$152K 0.06% 139
2023
Q2 		$269K Buy
7,232
+82
+1% +$3.04K 0.03% 215
2023
Q1 		$278K Buy
+7,150
New +$282K 0.05% 124
2022
Q4 		– Sell
-222,441
Closed -$223K – 271
2022
Q3 		$223K Buy
222,441
+215,499
+3,104% +$9.6M 0.05% 121
2022
Q2 		$352K Sell
6,942
-290,508
-98% -$14.7M 0.05% 180
2022
Q1 		$7K Buy
297,450
+291,727
+5,097% +$15.5M 0.03% 186
2021
Q4 		$305K Buy
5,723
+398
+7% +$20.8K 0.04% 191
2021
Q3 		$288K Buy
+5,325
New +$295K 0.04% 181
2020
Q4 		$265K Buy
+4,518
New +$268K 0.04% 165

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
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

CFS Investment Advisory Services's VZ Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Verizon (VZ) stake by 8.9% in Q2 2026, buying an estimated $33.4K and bringing the position to 8,755 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #291.

CFS Investment Advisory Services first reported a position in VZ in Q4 2020 and has held it in 20 quarters since. The position peaked at $502K in Q3 2024. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • CFS Investment Advisory Services held 8,755 shares of Verizon worth $373K as of Q2 2026.
  • CFS Investment Advisory Services bought 713 Verizon shares in Q2 2026, an estimated $33.4K.
  • Verizon made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #291 holding.
  • CFS Investment Advisory Services first reported a position in Verizon in Q4 2020 and has held it in 20 quarters since.
  • CFS Investment Advisory Services's Verizon position peaked at $502K in Q3 2024.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.