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Financial Planning Hawaii’s Verizon VZ Stock Holding History

Financial Planning Hawaii’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 		$1.14M Sell
26,905
-2,366
-8% -$111K 0.61% 43
2026
Q1 		$1.47M Sell
29,271
-4,149
-12% -$192K 0.87% 31
2025
Q4 		$1.36M Buy
+33,420
New +$1.36M 0.78% 33

Other funds holding VZ

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Financial Planning Hawaii's VZ Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Verizon (VZ) stake by 8.1% in Q2 2026, selling an estimated $111K and leaving 26,905 shares worth $1.14M. The position accounts for 0.61% of the portfolio, ranked #43.

Financial Planning Hawaii first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.47M in Q1 2026. 1,981 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Financial Planning Hawaii held 26,905 shares of Verizon worth $1.14M as of Q2 2026.
  • Financial Planning Hawaii sold 2,366 Verizon shares in Q2 2026, an estimated $111K.
  • Verizon made up 0.61% of Financial Planning Hawaii's portfolio in Q2 2026, its #43 holding.
  • Financial Planning Hawaii first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Verizon position peaked at $1.47M in Q1 2026.
  • 1,981 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.