JWA
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JFS Wealth Advisors’s Verizon VZ Stock Holding History

JFS Wealth 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 		$562K Sell
13,282
-69
-0.5% -$3.24K 0.03% 220
2026
Q1 		$670K Sell
13,351
-1,746
-12% -$80.9K 0.04% 203
2025
Q4 		$615K Sell
15,097
-12,043
-44% -$488K 0.03% 208
2025
Q3 		$1.19M Buy
27,140
+4,405
+19% +$191K 0.07% 154
2025
Q2 		$984K Sell
22,735
-248
-1% -$10.7K 0.06% 151
2025
Q1 		$1.04M Buy
22,983
+4,911
+27% +$204K 0.07% 146
2024
Q4 		$723K Buy
18,072
+609
+3% +$25.7K 0.05% 163
2024
Q3 		$784K Buy
17,463
+1,465
+9% +$61.1K 0.05% 166
2024
Q2 		$660K Buy
15,998
+3,213
+25% +$129K 0.05% 142
2024
Q1 		$536K Buy
12,785
+1,643
+15% +$66.3K 0.04% 155
2023
Q4 		$420K Buy
11,142
+3,925
+54% +$139K 0.04% 157
2023
Q3 		$234K Buy
7,217
+119
+2% +$4.02K 0.02% 208
2023
Q2 		$264K Sell
7,098
-460
-6% -$17K 0.02% 191
2023
Q1 		$294K Sell
7,558
-2,021
-21% -$79.7K 0.03% 178
2022
Q4 		$377K Sell
9,579
-2,022
-17% -$76.2K 0.04% 164
2022
Q3 		$440K Sell
11,601
-528
-4% -$23.5K 0.05% 155
2022
Q2 		$616K Buy
12,129
+375
+3% +$19K 0.07% 130
2022
Q1 		$599K Buy
11,754
+547
+5% +$29K 0.06% 145
2021
Q4 		$582K Buy
11,207
+1,051
+10% +$54.8K 0.05% 148
2021
Q3 		$549K Buy
10,156
+2,845
+39% +$157K 0.06% 145
2021
Q2 		$410K Buy
7,311
+434
+6% +$24.9K 0.06% 126
2021
Q1 		$400K Buy
6,877
+25
+0.4% +$1.41K 0.08% 114
2020
Q4 		$403K Buy
6,852
+124
+2% +$7.37K 0.08% 107
2020
Q3 		$400K Sell
6,728
-477
-7% -$27.7K 0.1% 98
2020
Q2 		$397K Sell
7,205
-266
-4% -$15K 0.1% 96
2020
Q1 		$401K Sell
7,471
-33
-0.4% -$1.89K 0.12% 94
2019
Q4 		$461K Buy
7,504
+75
+1% +$4.52K 0.11% 97
2019
Q3 		$448K Buy
7,429
+77
+1% +$4.43K 0.11% 97
2019
Q2 		$420K Buy
7,352
+22
+0.3% +$1.27K 0.11% 101
2019
Q1 		$433K Sell
7,330
-137
-2% -$7.76K 0.11% 97
2018
Q4 		$420K Sell
7,467
-1,610
-18% -$91.4K 0.11% 95
2018
Q3 		$485K Buy
9,077
+4
+0% +$212 0.12% 93
2018
Q2 		$456K Sell
9,073
-80
-0.9% -$3.87K 0.12% 92
2018
Q1 		$438K Sell
9,153
-420
-4% -$21.1K 0.12% 95
2017
Q4 		$507K Sell
9,573
-1,176
-11% -$57.8K 0.12% 86
2017
Q3 		$532K Buy
10,749
+756
+8% +$35.6K 0.14% 80
2017
Q2 		$446K Sell
9,993
-1,812
-15% -$84.4K 0.12% 81
2017
Q1 		$630K Hold
11,805
– – 0.17% 82
2016
Q4 		$630K Buy
11,805
+388
+3% +$19.4K 0.17% 82
2016
Q3 		$593K Buy
11,417
+85
+0.8% +$4.56K 0.17% 79
2016
Q2 		$633K Sell
11,332
-114
-1% -$5.91K 0.17% 83
2016
Q1 		$619K Sell
11,446
-579
-5% -$29K 0.18% 79
2015
Q4 		$556K Buy
12,025
+1,883
+19% +$85.5K 0.16% 85
2015
Q3 		$441K Sell
10,142
-1,456
-13% -$67.2K 0.19% 69
2015
Q2 		$541K Buy
11,598
+264
+2% +$12.9K 0.28% 54
2015
Q1 		$551K Buy
11,334
+882
+8% +$42.6K 0.26% 54
2014
Q4 		$489K Buy
10,452
+513
+5% +$25.1K 0.08% 55
2014
Q3 		$497K Sell
9,939
-1,619
-14% -$80.5K 0.09% 45
2014
Q2 		$566K Sell
11,558
-2,374
-17% -$115K 0.1% 45
2014
Q1 		$663K Buy
13,932
+6,551
+89% +$310K 0.37% 50
2013
Q4 		$363K Sell
7,381
-2,068
-22% -$102K 0.16% 85
2013
Q3 		$441K Buy
9,449
+3,273
+53% +$160K 0.21% 72
2013
Q2 		$311K Buy
+6,176
New +$315K 0.16% 88

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

JFS Wealth Advisors's VZ Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Verizon (VZ) stake by 0.52% in Q2 2026, selling an estimated $3.24K and leaving 13,282 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #220.

JFS Wealth Advisors first reported a position in VZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.19M in Q3 2025. 1,762 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • JFS Wealth Advisors held 13,282 shares of Verizon worth $562K as of Q2 2026.
  • JFS Wealth Advisors sold 69 Verizon shares in Q2 2026, an estimated $3.24K.
  • Verizon made up 0.03% of JFS Wealth Advisors's portfolio in Q2 2026, its #220 holding.
  • JFS Wealth Advisors first reported a position in Verizon in Q2 2013 and has held it in 53 quarters since.
  • JFS Wealth Advisors's Verizon position peaked at $1.19M in Q3 2025.
  • 1,762 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.