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JNBA Financial Advisors’s Verizon VZ Stock Holding History

JNBA 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 		$142K Buy
3,347
+263
+9% +$12.3K 0.01% 217
2026
Q1 		$155K Sell
3,084
-77
-2% -$3.57K 0.01% 201
2025
Q4 		$129K Sell
3,161
-123
-4% -$4.99K 0.01% 216
2025
Q3 		$144K Hold
3,284
– – 0.01% 194
2025
Q2 		$142K Sell
3,284
-343
-9% -$14.9K 0.01% 192
2025
Q1 		$165K Hold
3,627
– – 0.02% 185
2024
Q4 		$145K Sell
3,627
-16
-0.4% -$675 0.01% 189
2024
Q3 		$164K Sell
3,643
-128
-3% -$5.34K 0.02% 191
2024
Q2 		$156K Hold
3,771
– – 0.02% 195
2024
Q1 		$158K Buy
3,771
+200
+6% +$8.07K 0.02% 198
2023
Q4 		$135K Sell
3,571
-587
-14% -$20.8K 0.02% 207
2023
Q3 		$135K Sell
4,158
-1,122
-21% -$37.9K 0.02% 207
2023
Q2 		$196K Buy
5,280
+719
+16% +$26.6K 0.02% 191
2023
Q1 		$177K Hold
4,561
– – 0.02% 196
2022
Q4 		$180K Sell
4,561
-790
-15% -$29.8K 0.03% 195
2022
Q3 		$203K Sell
5,351
-130
-2% -$5.79K 0.03% 180
2022
Q2 		$278K Buy
5,481
+232
+4% +$11.7K 0.04% 156
2022
Q1 		$267K Buy
5,249
+344
+7% +$18.2K 0.04% 166
2021
Q4 		$255K Sell
4,905
-906
-16% -$47.3K 0.03% 178
2021
Q3 		$314K Sell
5,811
-200
-3% -$11.1K 0.04% 159
2021
Q2 		$337K Sell
6,011
-24
-0.4% -$1.38K 0.05% 153
2021
Q1 		$351K Buy
6,035
+224
+4% +$12.6K 0.05% 141
2020
Q4 		$341K Buy
5,811
+36
+0.6% +$2.14K 0.06% 135
2020
Q3 		$344K Hold
5,775
– – 0.07% 117
2020
Q2 		$318K Hold
5,775
– – 0.07% 119
2020
Q1 		$310K Hold
5,775
– – 0.07% 114
2019
Q4 		$355K Buy
5,775
+799
+16% +$48.2K 0.07% 114
2019
Q3 		$300K Sell
4,976
-260
-5% -$15K 0.06% 117
2019
Q2 		$299K Buy
5,236
+100
+2% +$5.76K 0.06% 125
2019
Q1 		$304K Sell
5,136
-88
-2% -$4.98K 0.07% 116
2018
Q4 		$294K Sell
5,224
-21,663
-81% -$1.23M 0.07% 110
2018
Q3 		$1.44M Buy
26,887
+21,858
+435% +$1.16M 0.64% 49
2018
Q2 		$253K Buy
5,029
+13
+0.3% +$629 0.05% 117
2018
Q1 		$240K Buy
5,016
+967
+24% +$48.6K 0.05% 114
2017
Q4 		$214K Buy
4,049
+12
+0.3% +$590 0.05% 123
2017
Q3 		$200K Buy
4,037
+12
+0.3% +$565 0.04% 119
2017
Q2 		$180K Hold
4,025
– – 0.04% 125
2017
Q1 		$196K Sell
4,025
-596
-13% -$29.9K 0.05% 115
2016
Q4 		$247K Sell
4,621
-17,419
-79% -$871K 0.06% 108
2016
Q3 		$1.15M Buy
22,040
+18,312
+491% +$983K 0.17% 43
2016
Q2 		$208K Hold
3,728
– – 0.06% 112
2016
Q1 		$202K Hold
3,728
– – 0.07% 99
2015
Q4 		$172K Sell
3,728
-397
-10% -$18K 0.07% 109
2015
Q3 		$179K Buy
4,125
+363
+10% +$16.7K 0.08% 97
2015
Q2 		$175K Buy
3,762
+27
+0.7% +$1.32K 0.07% 97
2015
Q1 		$182K Hold
3,735
– – 0.07% 98
2014
Q4 		$175K Buy
3,735
+75
+2% +$3.67K 0.07% 105
2014
Q3 		$183K Buy
3,660
+360
+11% +$17.9K 0.08% 98
2014
Q2 		$161K Buy
3,300
+193
+6% +$9.35K 0.08% 103
2014
Q1 		$148K Sell
3,107
-150
-5% -$7.09K 0.08% 100
2013
Q4 		$160K Hold
3,257
– – 0.09% 94
2013
Q3 		$152K Sell
3,257
-100
-3% -$4.88K 0.09% 93
2013
Q2 		$169K Buy
+3,357
New +$171K 0.12% 88

Other funds holding VZ

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

JNBA Financial Advisors increased its Verizon (VZ) stake by 8.5% in Q2 2026, buying an estimated $12.3K and bringing the position to 3,347 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #217.

JNBA Financial Advisors first reported a position in VZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.44M in Q3 2018. 1,158 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • JNBA Financial Advisors held 3,347 shares of Verizon worth $142K as of Q2 2026.
  • JNBA Financial Advisors bought 263 Verizon shares in Q2 2026, an estimated $12.3K.
  • Verizon made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #217 holding.
  • JNBA Financial Advisors first reported a position in Verizon in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's Verizon position peaked at $1.44M in Q3 2018.
  • 1,158 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.