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Embree Financial Group’s Verizon VZ Stock Holding History

Embree Financial Group’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 		– Sell
-4,222
Closed -$212K – 303
2026
Q1 		$212K Buy
+4,222
New +$196K 0.03% 248

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Embree Financial Group's VZ Position: Q2 2026 in Review

Embree Financial Group sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,222 shares — an estimated $212K sold.

Embree Financial Group first reported a position in VZ in Q1 2026 and held it in 1 quarter. The position peaked at $212K in Q1 2026. 568 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Embree Financial Group reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Embree Financial Group sold 4,222 Verizon shares in Q2 2026, an estimated $212K.
  • Embree Financial Group first reported a position in Verizon in Q1 2026 and held it in 1 quarter.
  • Embree Financial Group's Verizon position peaked at $212K in Q1 2026.
  • 568 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.