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Compass Financial Services’s Verizon VZ Stock Holding History

Compass Financial 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
Q1 		– Sell
-1,773
Closed -$72.2K – 275
2025
Q4 		$72.2K Sell
1,773
-144
-8% -$5.84K 0.03% 79
2025
Q3 		$84.2K Buy
1,917
+993
+107% +$43K 0.04% 76
2025
Q2 		$40K Sell
924
-809
-47% -$35K 0.02% 109
2025
Q1 		$78.6K Buy
1,733
+914
+112% +$38K 0.04% 60
2024
Q4 		$32.8K Buy
+819
New +$34.5K 0.02% 85

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Compass Financial Services's VZ Position: Q1 2026 in Review

Compass Financial Services sold out of Verizon (VZ) in Q1 2026, closing a stake of 1,773 shares — an estimated $72.2K sold.

Compass Financial Services first reported a position in VZ in Q4 2024 and held it in 5 quarters. The position peaked at $84.2K in Q3 2025. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Compass Financial Services reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 1,773 Verizon shares in Q1 2026, an estimated $72.2K.
  • Compass Financial Services first reported a position in Verizon in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Verizon position peaked at $84.2K in Q3 2025.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.