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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ethos Financial Group's VZ Position: Q1 2026 in Review

Ethos Financial Group reduced its Verizon (VZ) stake by 0.22% in Q1 2026, selling an estimated $881 and leaving 8,476 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #340.

Ethos Financial Group first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $851K in Q2 2023. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Ethos Financial Group held 8,476 shares of Verizon worth $428K as of Q1 2026.
  • Ethos Financial Group sold 19 Verizon shares in Q1 2026, an estimated $881.
  • Verizon made up 0.03% of Ethos Financial Group's portfolio in Q1 2026, its #340 holding.
  • Ethos Financial Group first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
  • Ethos Financial Group's Verizon position peaked at $851K in Q2 2023.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.