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Fiduciary Alliance’s Verizon VZ Stock Holding History

Fiduciary Alliance’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 		$1.41M Buy
33,368
+1,428
+4% +$67K 0.1% 223
2026
Q1 		$1.44M Sell
31,940
-5,521
-15% -$256K 0.09% 221
2025
Q4 		$1.53M Sell
37,461
-1,942
-5% -$78.8K 0.1% 197
2025
Q3 		$1.73M Buy
39,403
+6,743
+21% +$292K 0.12% 165
2025
Q2 		$1.41M Buy
32,660
+6,342
+24% +$275K 0.11% 183
2025
Q1 		$1.19M Buy
26,318
+735
+3% +$30.6K 0.12% 150
2024
Q4 		$1.02M Buy
25,583
+6,059
+31% +$256K 0.1% 161
2024
Q3 		$877K Buy
19,524
+11,889
+156% +$496K 0.12% 116
2024
Q2 		$314K Buy
+7,635
New +$308K 0.05% 160
2023
Q3 		– Sell
-880
Closed -$32.7K – 939
2023
Q2 		$32.7K Buy
+880
New +$32.6K 0.01% 369
2023
Q1 		– Sell
-350
Closed -$13.8K – 862
2022
Q4 		$13.8K Buy
+350
New +$13.2K ﹤0.01% 352

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fiduciary Alliance's VZ Position: Q2 2026 in Review

Fiduciary Alliance increased its Verizon (VZ) stake by 4.5% in Q2 2026, buying an estimated $67K and bringing the position to 33,368 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #223.

Fiduciary Alliance first reported a position in VZ in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.73M in Q3 2025. 1,753 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Fiduciary Alliance held 33,368 shares of Verizon worth $1.41M as of Q2 2026.
  • Fiduciary Alliance bought 1,428 Verizon shares in Q2 2026, an estimated $67K.
  • Verizon made up 0.1% of Fiduciary Alliance's portfolio in Q2 2026, its #223 holding.
  • Fiduciary Alliance first reported a position in Verizon in Q4 2022 and has held it in 11 quarters since.
  • Fiduciary Alliance's Verizon position peaked at $1.73M in Q3 2025.
  • 1,753 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.