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Confluence Wealth Services’s Verizon VZ Stock Holding History

Confluence Wealth 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 		$2.49M Buy
58,795
+10,472
+22% +$491K 0.07% 124
2026
Q1 		$2.43M Buy
48,323
+98
+0.2% +$4.54K 0.09% 97
2025
Q4 		$1.96M Sell
48,225
-7,932
-14% -$322K 0.08% 110
2025
Q3 		$2.47M Buy
56,157
+335
+0.6% +$14.5K 0.12% 83
2025
Q2 		$2.42M Sell
55,822
-3,361
-6% -$146K 0.13% 78
2025
Q1 		$2.53M Sell
59,183
-1,106
-2% -$46K 0.16% 70
2024
Q4 		$2.36M Sell
60,289
-4,086
-6% -$172K 0.15% 73
2024
Q3 		$2.89M Sell
64,375
-315
-0.5% -$13.1K 0.21% 59
2024
Q2 		$2.67M Buy
64,690
+5,272
+9% +$212K 0.21% 56
2024
Q1 		$2.49M Sell
59,418
-1,830
-3% -$73.8K 0.22% 58
2023
Q4 		$2.31M Sell
61,248
-4,700
-7% -$166K 0.25% 59
2023
Q3 		$2.14M Sell
65,948
-5,679
-8% -$192K 0.42% 48
2023
Q2 		$2.66M Sell
71,627
-856
-1% -$31.7K 0.56% 36
2023
Q1 		$2.82M Buy
72,483
+3,170
+5% +$125K 0.66% 31
2022
Q4 		$2.73M Buy
69,313
+8,784
+15% +$331K 0.71% 33
2022
Q3 		$2.3M Sell
60,529
-15,198
-20% -$677K 0.97% 24
2022
Q2 		$3.39M Buy
75,727
+80
+0.1% +$4.05K 1.49% 6
2022
Q1 		$3.85M Buy
75,647
+422
+0.6% +$22.4K 1.39% 9
2021
Q4 		$3.91M Buy
+75,225
New +$3.92M 1.26% 9

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

Confluence Wealth Services's VZ Position: Q2 2026 in Review

Confluence Wealth Services increased its Verizon (VZ) stake by 22% in Q2 2026, buying an estimated $491K and bringing the position to 58,795 shares worth $2.49M. The position accounts for 0.07% of the portfolio, ranked #124.

Confluence Wealth Services first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.91M in Q4 2021. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Confluence Wealth Services held 58,795 shares of Verizon worth $2.49M as of Q2 2026.
  • Confluence Wealth Services bought 10,472 Verizon shares in Q2 2026, an estimated $491K.
  • Verizon made up 0.07% of Confluence Wealth Services's portfolio in Q2 2026, its #124 holding.
  • Confluence Wealth Services first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Confluence Wealth Services's Verizon position peaked at $3.91M in Q4 2021.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.