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BFC Planning, Inc.’s Verizon VZ Stock Holding History

BFC Planning, Inc.’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 		$4.89M Sell
115,438
-14,200
-11% -$666K 0.2% 111
2026
Q1 		$6.51M Buy
129,638
+3,897
+3% +$181K 0.29% 69
2025
Q4 		$5.12M Buy
125,741
+63,418
+102% +$2.57M 0.23% 94
2025
Q3 		$2.74M Buy
62,323
+3,773
+6% +$163K 0.2% 95
2025
Q2 		$2.53M Sell
58,550
-4,289
-7% -$186K 0.2% 97
2025
Q1 		$2.85M Sell
62,839
-277
-0.4% -$11.5K 0.25% 86
2024
Q4 		$2.52M Buy
+63,116
New +$2.66M 0.21% 89

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s VZ Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Verizon (VZ) stake by 11% in Q2 2026, selling an estimated $666K and leaving 115,438 shares worth $4.89M. The position accounts for 0.2% of the portfolio, ranked #111.

BFC Planning, Inc. first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.51M in Q1 2026. 3,174 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • BFC Planning, Inc. held 115,438 shares of Verizon worth $4.89M as of Q2 2026.
  • BFC Planning, Inc. sold 14,200 Verizon shares in Q2 2026, an estimated $666K.
  • Verizon made up 0.2% of BFC Planning, Inc.'s portfolio in Q2 2026, its #111 holding.
  • BFC Planning, Inc. first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Verizon position peaked at $6.51M in Q1 2026.
  • 3,174 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.