FSG
VZ icon

Financial Strategies Group’s Verizon VZ Stock Holding History

Financial Strategies Group’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 		$6.71M Buy
153,188
+12,581
+9% +$590K 1.07% 30
2026
Q1 		$6.62M Sell
140,607
-12,307
-8% -$570K 1.11% 29
2025
Q4 		$6.16M Buy
152,914
+9,326
+6% +$378K 1.12% 27
2025
Q3 		$5.67M Buy
143,588
+14,842
+12% +$642K 1.08% 29
2025
Q2 		$5.36M Buy
128,746
+5,467
+4% +$237K 1.12% 26
2025
Q1 		$5.48M Sell
123,279
-70,521
-36% -$2.94M 1.3% 24
2024
Q4 		$7.33M Buy
193,800
+15,385
+9% +$649K 1.75% 17
2024
Q3 		$7.71M Buy
178,415
+7,220
+4% +$301K 1.81% 16
2024
Q2 		$7.07M Buy
171,195
+27,000
+19% +$1.09M 1.78% 16
2024
Q1 		$5.89M Buy
144,195
+23,960
+20% +$966K 1.58% 18
2023
Q4 		$4.96M Buy
120,235
+14,754
+14% +$522K 1.42% 18
2023
Q3 		$3.32M Buy
105,481
+23,448
+29% +$792K 1.05% 22
2023
Q2 		$3.05M Buy
82,033
+29,637
+57% +$1.1M 0.98% 21
2023
Q1 		$2.04M Buy
52,396
+6,635
+14% +$262K 0.78% 24
2022
Q4 		$1.8M Buy
45,761
+8,370
+22% +$315K 0.75% 24
2022
Q3 		$1.42M Buy
37,391
+10,722
+40% +$478K 0.64% 27
2022
Q2 		$1.35M Buy
26,669
+10,985
+70% +$556K 0.57% 27
2022
Q1 		$799K Buy
15,684
+1,842
+13% +$97.6K 0.32% 35
2021
Q4 		$719K Buy
13,842
+2,697
+24% +$141K 0.29% 38
2021
Q3 		$602K Buy
11,145
+1,891
+20% +$105K 0.27% 38
2021
Q2 		$518K Buy
9,254
+1,592
+21% +$91.4K 0.24% 39
2021
Q1 		$446K Buy
7,662
+1,842
+32% +$104K 0.23% 39
2020
Q4 		$342K Buy
5,820
+1,669
+40% +$99.1K 0.19% 46
2020
Q3 		$247K Buy
4,151
+285
+7% +$16.6K 0.17% 49
2020
Q2 		$213K Buy
+3,866
New +$217K 0.16% 43

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

Financial Strategies Group's VZ Position: Q2 2026 in Review

Financial Strategies Group increased its Verizon (VZ) stake by 8.9% in Q2 2026, buying an estimated $590K and bringing the position to 153,188 shares worth $6.71M. The position accounts for 1.07% of the portfolio, ranked #30.

Financial Strategies Group first reported a position in VZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.71M in Q3 2024. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Financial Strategies Group held 153,188 shares of Verizon worth $6.71M as of Q2 2026.
  • Financial Strategies Group bought 12,581 Verizon shares in Q2 2026, an estimated $590K.
  • Verizon made up 1.07% of Financial Strategies Group's portfolio in Q2 2026, its #30 holding.
  • Financial Strategies Group first reported a position in Verizon in Q2 2020 and has held it in 25 quarters since.
  • Financial Strategies Group's Verizon position peaked at $7.71M in Q3 2024.
  • 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.