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ERn Financial LLC’s Verizon VZ Stock Holding History

ERn Financial LLC’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
-5,320
Closed -$267K – 166
2026
Q1 		$267K Buy
5,320
+16
+0.3% +$742 0.05% 130
2025
Q4 		$216K Buy
5,304
+132
+3% +$5.35K 0.04% 142
2025
Q3 		$227K Buy
5,172
+24
+0.5% +$1.04K 0.04% 133
2025
Q2 		$223K Sell
5,148
-363
-7% -$15.7K 0.05% 135
2025
Q1 		$250K Buy
5,511
+48
+0.9% +$2K 0.04% 166
2024
Q4 		$218K Sell
5,463
-1,402
-20% -$59.1K 0.03% 183
2024
Q3 		$308K Buy
6,865
+172
+3% +$7.18K 0.05% 164
2024
Q2 		$276K Sell
6,693
-1,094
-14% -$44.1K 0.05% 164
2024
Q1 		$327K Buy
7,787
+528
+7% +$21.3K 0.06% 156
2023
Q4 		$283K Sell
7,259
-124
-2% -$4.39K 0.05% 157
2023
Q3 		$239K Sell
7,383
-21
-0.3% -$710 0.05% 157
2023
Q2 		$275K Sell
7,404
-412
-5% -$15.2K 0.06% 153
2023
Q1 		$304K Buy
7,816
+2,592
+50% +$102K 0.07% 146
2022
Q4 		$206K Sell
5,224
-633
-11% -$23.9K 0.05% 171
2022
Q3 		$222K Buy
5,857
+130
+2% +$5.79K 0.06% 154
2022
Q2 		$291K Buy
5,727
+594
+12% +$30K 0.07% 138
2022
Q1 		$261K Buy
5,133
+731
+17% +$38.7K 0.06% 148
2021
Q4 		$229K Buy
4,402
+59
+1% +$3.08K 0.05% 146
2021
Q3 		$235K Buy
4,343
+591
+16% +$32.7K 0.06% 127
2021
Q2 		$210K Sell
3,752
-132
-3% -$7.58K 0.07% 99
2021
Q1 		$226K Buy
3,884
+414
+12% +$23.4K 0.09% 89
2020
Q4 		$204K Buy
+3,470
New +$206K 0.08% 85
2019
Q2 		– Sell
-3,611
Closed -$209K – 77
2019
Q1 		$209K Buy
+3,611
New +$204K 0.13% 71

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ERn Financial LLC's VZ Position: Q2 2026 in Review

ERn Financial LLC sold out of Verizon (VZ) in Q2 2026, closing a stake of 5,320 shares — an estimated $267K sold.

ERn Financial LLC first reported a position in VZ in Q1 2019 and held it in 23 quarters. The position peaked at $327K in Q1 2024. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • ERn Financial LLC reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • ERn Financial LLC sold 5,320 Verizon shares in Q2 2026, an estimated $267K.
  • ERn Financial LLC first reported a position in Verizon in Q1 2019 and held it in 23 quarters.
  • ERn Financial LLC's Verizon position peaked at $327K in Q1 2024.
  • 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.