JBR Co Financial Management’s Verizon VZ Stock Holding History

JBR Co Financial Management’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	$1.2M	Sell	28,303 -3,800	-12%	-$178K	0.44%	49
2026 Q1	$1.31M	Hold	32,103	–	–	0.55%	44
2025 Q4	$1.31M	Sell	32,103 -3,720	-10%	-$151K	0.55%	44
2025 Q3	$1.57M	Buy	35,823 +12,375	+53%	+$536K	0.67%	39
2025 Q2	$1.01M	Buy	23,448 +15,298	+188%	+$662K	0.5%	47
2025 Q1	$370K	Buy	+8,150	New	+$339K	0.22%	82

Other funds holding VZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JBR Co Financial Management's VZ Position: Q2 2026 in Review

JBR Co Financial Management reduced its Verizon (VZ) stake by 12% in Q2 2026, selling an estimated $178K and leaving 28,303 shares worth $1.2M. The position accounts for 0.44% of the portfolio, ranked #49.

JBR Co Financial Management first reported a position in VZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.57M in Q3 2025. 1,446 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

JBR Co Financial Management held 28,303 shares of Verizon worth $1.2M as of Q2 2026.
JBR Co Financial Management sold 3,800 Verizon shares in Q2 2026, an estimated $178K.
Verizon made up 0.44% of JBR Co Financial Management's portfolio in Q2 2026, its #49 holding.
JBR Co Financial Management first reported a position in Verizon in Q1 2025 and has held it in 6 quarters since.
JBR Co Financial Management's Verizon position peaked at $1.57M in Q3 2025.
1,446 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.