COFG Advisors’s Verizon VZ Stock Holding History

COFG Advisors’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 Q1	$434K	Buy	8,649 +1,272	+17%	+$59K	0.11%	128
2025 Q4	$300K	Buy	+7,377	New	+$299K	0.07%	172

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

COFG Advisors's VZ Position: Q1 2026 in Review

COFG Advisors increased its Verizon (VZ) stake by 17% in Q1 2026, buying an estimated $59K and bringing the position to 8,649 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #128.

COFG Advisors first reported a position in VZ in Q4 2025 and has held it in 2 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

COFG Advisors held 8,649 shares of Verizon worth $434K as of Q1 2026.
COFG Advisors bought 1,272 Verizon shares in Q1 2026, an estimated $59K.
Verizon made up 0.11% of COFG Advisors's portfolio in Q1 2026, its #128 holding.
COFG Advisors first reported a position in Verizon in Q4 2025 and has held it in 2 quarters since.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on COFG Advisors's 13F filing for Q1 2026, filed 11 May 2026.