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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
Q2 		$458K Sell
1,819
-3,037
-63% -$142K 0.11% 104
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 $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 $3.37T AUM 44.26% 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

Fi3 Financial Advisors's VZ Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Verizon (VZ) stake by 63% in Q2 2026, selling an estimated $142K and leaving 1,819 shares worth $458K. The position accounts for 0.11% of the portfolio, ranked #104.

Fi3 Financial Advisors first reported a position in VZ in Q1 2021 and has held it in 3 quarters since. 3,154 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Fi3 Financial Advisors held 1,819 shares of Verizon worth $458K as of Q2 2026.
  • Fi3 Financial Advisors sold 3,037 Verizon shares in Q2 2026, an estimated $142K.
  • Verizon made up 0.11% of Fi3 Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • Fi3 Financial Advisors first reported a position in Verizon in Q1 2021 and has held it in 3 quarters since.
  • 3,154 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.