FFA
VZ icon

Fi3 Financial Advisors’s Verizon VZ Stock Holding History

Fi3 Financial Advisors’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 		$244K Buy
+4,856
New +$225K 0.07% 177
2021
Q2 		– Sell
-3,490
Closed -$203K – 54
2021
Q1 		$203K Buy
+3,490
New +$197K 0.17% 47

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

Fi3 Financial Advisors's VZ Position: Q1 2026 in Review

Fi3 Financial Advisors opened a new position in Verizon (VZ) in Q1 2026: 4,856 shares worth $244K. The stake represents 0.07% of the portfolio and ranks #177 among its holdings. This is a return to the name: Fi3 Financial Advisors previously reported a position in VZ as recently as Q1 2021.

Fi3 Financial Advisors first reported a position in VZ in Q1 2021 and has held it in 2 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Fi3 Financial Advisors held 4,856 shares of Verizon worth $244K as of Q1 2026.
  • Verizon was a new Fi3 Financial Advisors position in Q1 2026.
  • Verizon made up 0.07% of Fi3 Financial Advisors's portfolio in Q1 2026, its #177 holding.
  • Fi3 Financial Advisors first reported a position in Verizon in Q1 2021 and has held it in 2 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.