Econ Financial Services
VZ icon

Econ Financial Services’s Verizon VZ Stock Holding History

Econ 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
Q3 		$1.86M Sell
40,452
-10,688
-21% -$503K 0.78% 51
2026
Q2 		$2.17M Buy
+51,140
New +$2.4M 1.01% 42
2026
Q1 		– Sell
-78,172
Closed -$3.18M – 103
2025
Q4 		$3.18M Buy
78,172
+14,862
+23% +$603K 1.6% 26
2025
Q3 		$2.78M Buy
63,310
+19,028
+43% +$824K 1.39% 23
2025
Q2 		$1.92M Buy
44,282
+16,209
+58% +$702K 0.99% 35
2025
Q1 		$1.27M Sell
28,073
-21,793
-44% -$907K 0.68% 52
2024
Q4 		$1.99M Buy
49,866
+14,012
+39% +$591K 1.14% 29
2024
Q3 		$1.61M Buy
35,854
+431
+1% +$18K 0.9% 28
2024
Q2 		$1.46M Buy
35,423
+794
+2% +$32K 0.91% 33
2024
Q1 		$1.45M Sell
34,629
-21,678
-38% -$874K 0.9% 35
2023
Q4 		$2.12M Sell
56,307
-7,654
-12% -$271K 1.49% 23
2023
Q3 		$2.07M Sell
63,961
-11,533
-15% -$390K 1.51% 17
2023
Q2 		$2.81M Buy
75,494
+1,237
+2% +$45.8K 1.98% 12
2023
Q1 		$2.89M Sell
74,257
-10,684
-13% -$421K 2.19% 7
2022
Q4 		$3.35M Buy
84,941
+3,168
+4% +$119K 3.39% 7
2022
Q3 		$3.1M Buy
81,773
+16,614
+25% +$740K 2.56% 11
2022
Q2 		$3.31M Buy
65,159
+13,325
+26% +$674K 2.67% 9
2022
Q1 		$2.64M Buy
51,834
+51,214
+8,260% +$2.71M 1.96% 21
2021
Q4 		$32K Buy
+620
New +$32.3K 0.02% 101

Other funds holding VZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Econ Financial Services's VZ Position: Q3 2026 in Review

Econ Financial Services reduced its Verizon (VZ) stake by 21% in Q3 2026, selling an estimated $503K and leaving 40,452 shares worth $1.86M. The position accounts for 0.78% of the portfolio, ranked #51.

Econ Financial Services first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.35M in Q4 2022. 2,071 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Econ Financial Services held 40,452 shares of Verizon worth $1.86M as of Q3 2026.
  • Econ Financial Services sold 10,688 Verizon shares in Q3 2026, an estimated $503K.
  • Verizon made up 0.78% of Econ Financial Services's portfolio in Q3 2026, its #51 holding.
  • Econ Financial Services first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Econ Financial Services's Verizon position peaked at $3.35M in Q4 2022.
  • 2,071 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.