CFCI
VZ icon

Comprehensive Financial Consultants Institutional’s Verizon VZ Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$4.58M Buy
108,221
+8,538
+9% +$401K 1.21% 24
2026
Q1 		$5M Sell
99,683
-13,153
-12% -$610K 1.49% 16
2025
Q4 		$4.6M Buy
112,836
+2,629
+2% +$107K 1.39% 17
2025
Q3 		$4.84M Buy
110,207
+4,275
+4% +$185K 1.5% 15
2025
Q2 		$4.58M Buy
105,932
+1,937
+2% +$83.9K 1.5% 14
2025
Q1 		$4.72M Buy
103,995
+4,150
+4% +$173K 1.68% 11
2024
Q4 		$3.99M Buy
99,845
+4,922
+5% +$208K 1.45% 17
2024
Q3 		$4.26M Buy
94,923
+2,546
+3% +$106K 1.56% 15
2024
Q2 		$3.81M Buy
92,377
+8,164
+10% +$329K 1.49% 15
2024
Q1 		$3.53M Buy
84,213
+388
+0.5% +$15.7K 1.47% 16
2023
Q4 		$3.16M Buy
83,825
+5,090
+6% +$180K 1.47% 16
2023
Q3 		$2.55M Buy
78,735
+15,156
+24% +$512K 1.34% 22
2023
Q2 		$2M Buy
63,579
+7,755
+14% +$287K 1.06% 32
2023
Q1 		$2.17M Buy
55,824
+5,787
+12% +$228K 1.23% 25
2022
Q4 		$2.09M Buy
50,037
+3,486
+7% +$131K 1.26% 22
2022
Q3 		$1.73M Buy
46,551
+4,946
+12% +$220K 1.14% 27
2022
Q2 		$2.11M Buy
41,605
+254
+0.6% +$12.8K 1.5% 14
2022
Q1 		$2M Buy
41,351
+1,925
+5% +$102K 1.39% 17
2021
Q4 		$2.13M Buy
+39,426
New +$2.06M 1.37% 16

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's VZ Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Verizon (VZ) stake by 8.6% in Q2 2026, buying an estimated $401K and bringing the position to 108,221 shares worth $4.58M. The position accounts for 1.21% of the portfolio, ranked #24.

Comprehensive Financial Consultants Institutional first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $5M in Q1 2026. 3,129 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 108,221 shares of Verizon worth $4.58M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 8,538 Verizon shares in Q2 2026, an estimated $401K.
  • Verizon made up 1.21% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #24 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Verizon position peaked at $5M in Q1 2026.
  • 3,129 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.