Kapstone Financial Advisors’s Verizon VZ Stock Holding History

Kapstone 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	$246K	Sell	5,801 -100	-2%	-$4.69K	0.1%	139
2026 Q1	$296K	Hold	5,901	–	–	0.15%	98
2025 Q4	$240K	Sell	5,901 -776	-12%	-$31.5K	0.12%	104
2025 Q3	$293K	Sell	6,677 -353	-5%	-$15.3K	0.14%	80
2025 Q2	$304K	Sell	7,030 -319	-4%	-$13.8K	0.15%	79
2025 Q1	$333K	Hold	7,349	–	–	0.19%	71
2024 Q4	$296K	Sell	7,349 -400	-5%	-$16.9K	0.16%	79
2024 Q3	$348K	Hold	7,749	–	–	0.21%	71
2024 Q2	$320K	Sell	7,749 -668	-8%	-$26.9K	0.21%	75
2024 Q1	$353K	Sell	8,417 -594	-7%	-$24K	0.24%	74
2023 Q4	$381K	Sell	9,011 -1,265	-12%	-$44.8K	0.3%	67
2023 Q3	$333K	Sell	10,276 -2,069	-17%	-$69.9K	0.3%	63
2023 Q2	$413K	Sell	12,345 -1,460	-11%	-$54K	0.34%	61
2023 Q1	$543K	Hold	13,805	–	–	0.49%	45
2022 Q4	$577K	Buy	+13,805	New	+$520K	0.53%	42

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Kapstone Financial Advisors reduced its Verizon (VZ) stake by 1.7% in Q2 2026, selling an estimated $4.69K and leaving 5,801 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #139.

Kapstone Financial Advisors first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $577K in Q4 2022. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Kapstone Financial Advisors held 5,801 shares of Verizon worth $246K as of Q2 2026.
Kapstone Financial Advisors sold 100 Verizon shares in Q2 2026, an estimated $4.69K.
Verizon made up 0.1% of Kapstone Financial Advisors's portfolio in Q2 2026, its #139 holding.
Kapstone Financial Advisors first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
Kapstone Financial Advisors's Verizon position peaked at $577K in Q4 2022.
3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.