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Ethos Financial Group’s Verizon VZ Stock Holding History

Ethos 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 		$671K Buy
14,013
+5,537
+65% +$260K 0.04% 297
2026
Q1 		$428K Sell
8,476
-19
-0.2% -$881 0.03% 340
2025
Q4 		$346K Buy
8,495
+1,850
+28% +$75K 0.03% 360
2025
Q3 		$292K Sell
6,645
-2,027
-23% -$87.7K 0.02% 365
2025
Q2 		$375K Sell
8,672
-841
-9% -$36.4K 0.03% 305
2025
Q1 		$382K Buy
9,513
+228
+2% +$9.49K 0.04% 288
2024
Q4 		$371K Sell
9,285
-1,401
-13% -$59.1K 0.05% 197
2024
Q3 		$480K Buy
10,686
+789
+8% +$32.9K 0.08% 136
2024
Q2 		$434K Buy
9,897
+1,191
+14% +$48K 0.08% 150
2024
Q1 		$365K Sell
8,706
-281
-3% -$11.3K 0.07% 183
2023
Q4 		$339K Sell
8,987
-9,903
-52% -$350K 0.07% 179
2023
Q3 		$612K Sell
18,890
-2,984
-14% -$101K 0.16% 81
2023
Q2 		$851K Hold
21,874
– – 0.29% 54
2023
Q1 		$851K Buy
21,874
+2,597
+13% +$102K 0.26% 59
2022
Q4 		$762K Buy
+19,277
New +$726K 0.26% 59

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 $3.38T AUM 44.17% 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

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

Ethos Financial Group increased its Verizon (VZ) stake by 65% in Q2 2026, buying an estimated $260K and bringing the position to 14,013 shares worth $671K. The position accounts for 0.04% of the portfolio, ranked #297.

Ethos Financial Group first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $851K in Q2 2023. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Ethos Financial Group held 14,013 shares of Verizon worth $671K as of Q2 2026.
  • Ethos Financial Group bought 5,537 Verizon shares in Q2 2026, an estimated $260K.
  • Verizon made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #297 holding.
  • Ethos Financial Group first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Verizon position peaked at $851K in Q2 2023.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.