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Financial Advocates Investment Management’s Verizon VZ Stock Holding History

Financial Advocates Investment Management’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
2024
Q2 		– Sell
-600
Closed -$24.8K – 833
2024
Q1 		$24.8K Buy
+600
New +$24.2K ﹤0.01% 765

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
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 $53.8B AUM 19.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Advocates Investment Management's VZ Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Verizon (VZ) in Q3 2025, closing a stake of 28,267 shares — an estimated $1.22M sold.

Financial Advocates Investment Management first reported a position in VZ in Q4 2017 and held it in 31 quarters. The position peaked at $6.56M in Q1 2024. 3,041 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 28,267 Verizon shares in Q3 2025, an estimated $1.22M.
  • Financial Advocates Investment Management first reported a position in Verizon in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Verizon position peaked at $6.56M in Q1 2024.
  • 3,041 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.