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Independent Financial Group’s Verizon VZ Stock Holding History

Independent Financial 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 		$5.76M Sell
136,099
-60,813
-31% -$2.85M 0.11% 187
2026
Q1 		$9.88M Buy
196,912
+53,603
+37% +$2.48M 0.22% 89
2025
Q4 		$5.84M Sell
143,309
-37,169
-21% -$1.51M 0.13% 147
2025
Q3 		$7.93M Buy
180,478
+13,987
+8% +$605K 0.19% 101
2025
Q2 		$7.2M Sell
166,491
-19,473
-10% -$843K 0.2% 96
2025
Q1 		$8.44M Buy
185,964
+20,508
+12% +$854K 0.29% 60
2024
Q4 		$6.62M Sell
165,456
-23,851
-13% -$1.01M 0.22% 86
2024
Q3 		$8.5M Sell
189,307
-5,600
-3% -$234K 0.31% 53
2024
Q2 		$8.04M Buy
194,907
+10,565
+6% +$426K 0.32% 54
2024
Q1 		$7.73M Buy
184,342
+16,320
+10% +$658K 0.36% 53
2023
Q4 		$6.33M Buy
168,022
+30,090
+22% +$1.06M 0.34% 55
2023
Q3 		$4.47M Buy
137,932
+9,489
+7% +$321K 0.29% 68
2023
Q2 		$4.78M Buy
128,443
+7,950
+7% +$294K 0.33% 57
2023
Q1 		$4.69M Buy
120,493
+23,746
+25% +$936K 0.37% 49
2022
Q4 		$3.81M Buy
96,747
+15,489
+19% +$584K 0.33% 58
2022
Q3 		$3.09M Buy
81,258
+2,500
+3% +$111K 0.28% 65
2022
Q2 		$4M Buy
78,758
+2,737
+4% +$138K 0.43% 39
2022
Q1 		$3.87M Buy
76,021
+6,630
+10% +$351K 0.31% 53
2021
Q4 		$3.61M Buy
69,391
+10,792
+18% +$563K 0.3% 61
2021
Q3 		$3.16M Buy
58,599
+1,331
+2% +$73.6K 0.32% 65
2021
Q2 		$3.21M Sell
57,268
-329
-0.6% -$18.9K 0.34% 61
2021
Q1 		$3.35M Buy
57,597
+7,991
+16% +$451K 0.43% 42
2020
Q4 		$2.91M Buy
49,606
+2,850
+6% +$169K 0.43% 42
2020
Q3 		$2.78M Buy
46,756
+1,104
+2% +$64.1K 0.52% 32
2020
Q2 		$2.52M Buy
45,652
+1,671
+4% +$94K 0.55% 32
2020
Q1 		$2.36M Buy
+43,981
New +$2.52M 0.69% 24

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Independent Financial Group reduced its Verizon (VZ) stake by 31% in Q2 2026, selling an estimated $2.85M and leaving 136,099 shares worth $5.76M. The position accounts for 0.11% of the portfolio, ranked #187.

Independent Financial Group first reported a position in VZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.88M in Q1 2026. 3,018 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Independent Financial Group held 136,099 shares of Verizon worth $5.76M as of Q2 2026.
  • Independent Financial Group sold 60,813 Verizon shares in Q2 2026, an estimated $2.85M.
  • Verizon made up 0.11% of Independent Financial Group's portfolio in Q2 2026, its #187 holding.
  • Independent Financial Group first reported a position in Verizon in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Verizon position peaked at $9.88M in Q1 2026.
  • 3,018 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.