JF
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Joule Financial’s Verizon VZ Stock Holding History

Joule Financial’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 		$208K Buy
+4,919
New +$231K 0.06% 112
2022
Q3 		– Sell
-4,995
Closed -$253K – 93
2022
Q2 		$253K Buy
+4,995
New +$253K 0.2% 65

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Joule Financial's VZ Position: Q2 2026 in Review

Joule Financial opened a new position in Verizon (VZ) in Q2 2026: 4,919 shares worth $208K. The stake represents 0.06% of the portfolio and ranks #112 among its holdings. This is a return to the name: Joule Financial previously reported a position in VZ as recently as Q2 2022.

Joule Financial first reported a position in VZ in Q2 2022 and has held it in 2 quarters since. The position peaked at $253K in Q2 2022. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Joule Financial held 4,919 shares of Verizon worth $208K as of Q2 2026.
  • Verizon was a new Joule Financial position in Q2 2026.
  • Verizon made up 0.06% of Joule Financial's portfolio in Q2 2026, its #112 holding.
  • Joule Financial first reported a position in Verizon in Q2 2022 and has held it in 2 quarters since.
  • Joule Financial's Verizon position peaked at $253K in Q2 2022.
  • 1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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