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Independence Financial Advisors’s Verizon VZ Stock Holding History

Independence Financial Advisors’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 		– Sell
-6,170
Closed -$310K – 59
2026
Q1 		$310K Buy
6,170
+759
+14% +$35.2K 0.09% 43
2025
Q4 		$220K Sell
5,411
-46
-0.8% -$1.87K 0.06% 53
2025
Q3 		$240K Buy
5,457
+24
+0.4% +$1.04K 0.07% 50
2025
Q2 		$235K Buy
5,433
+36
+0.7% +$1.56K 0.09% 49
2025
Q1 		$245K Buy
+5,397
New +$225K 0.09% 44

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

Independence Financial Advisors's VZ Position: Q2 2026 in Review

Independence Financial Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 6,170 shares — an estimated $310K sold.

Independence Financial Advisors first reported a position in VZ in Q1 2025 and held it in 5 quarters. The position peaked at $310K in Q1 2026. 1,773 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Independence Financial Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Independence Financial Advisors sold 6,170 Verizon shares in Q2 2026, an estimated $310K.
  • Independence Financial Advisors first reported a position in Verizon in Q1 2025 and held it in 5 quarters.
  • Independence Financial Advisors's Verizon position peaked at $310K in Q1 2026.
  • 1,773 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.