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Kelly Financial Services’s Verizon VZ Stock Holding History

Kelly Financial Services’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 		$348K Buy
8,216
+54
+0.7% +$2.53K 0.07% 93
2026
Q1 		$410K Buy
8,162
+764
+10% +$35.4K 0.1% 78
2025
Q4 		$301K Sell
7,398
-50
-0.7% -$2.03K 0.08% 87
2025
Q3 		$327K Buy
7,448
+160
+2% +$6.93K 0.08% 82
2025
Q2 		$315K Buy
7,288
+265
+4% +$11.5K 0.09% 84
2025
Q1 		$319K Buy
7,023
+444
+7% +$18.5K 0.11% 80
2024
Q4 		$263K Buy
6,579
+546
+9% +$23K 0.09% 95
2024
Q3 		$271K Buy
6,033
+832
+16% +$34.7K 0.1% 92
2024
Q2 		$214K Buy
5,201
+494
+10% +$19.9K 0.08% 103
2024
Q1 		$198K Buy
4,707
+349
+8% +$14.1K 0.08% 108
2023
Q4 		$164K Sell
4,358
-948
-18% -$33.5K 0.07% 106
2023
Q3 		$172K Buy
5,306
+713
+16% +$24.1K 0.08% 96
2023
Q2 		$171K Buy
4,593
+551
+14% +$20.4K 0.08% 91
2023
Q1 		$157K Buy
4,042
+425
+12% +$16.8K 0.08% 88
2022
Q4 		$142K Buy
3,617
+49
+1% +$1.85K 0.08% 99
2022
Q3 		$135K Buy
3,568
+286
+9% +$12.7K 0.08% 92
2022
Q2 		$167K Buy
3,282
+13
+0.4% +$658 0.09% 88
2022
Q1 		$167K Sell
3,269
-139
-4% -$7.36K 0.08% 90
2021
Q4 		$177K Buy
3,408
+199
+6% +$10.4K 0.08% 87
2021
Q3 		$173K Sell
3,209
-207,630
-98% -$11.5M 0.1% 70
2021
Q2 		$3.76M Buy
210,839
+207,075
+5,501% +$11.9M 0.15% 44
2021
Q1 		$219K Buy
3,764
+13
+0.3% +$734 0.14% 45
2020
Q4 		$220K Buy
3,751
+12
+0.3% +$713 0.15% 36
2020
Q3 		$222K Sell
3,739
-38
-1% -$2.21K 0.16% 27
2020
Q2 		$208K Buy
3,777
+11
+0.3% +$619 0.16% 28
2020
Q1 		$202K Sell
3,766
-293
-7% -$16.8K 0.25% 20
2019
Q4 		$249K Buy
4,059
+7
+0.2% +$422 0.19% 24
2019
Q3 		$245K Buy
4,052
+505
+14% +$29.1K 0.22% 23
2019
Q2 		$203K Buy
3,547
+5
+0.1% +$288 0.18% 26
2019
Q1 		$209K Buy
+3,542
New +$201K 0.23% 24

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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Kelly Financial Services's VZ Position: Q2 2026 in Review

Kelly Financial Services increased its Verizon (VZ) stake by 0.66% in Q2 2026, buying an estimated $2.53K and bringing the position to 8,216 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #93.

Kelly Financial Services first reported a position in VZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.76M in Q2 2021. 1,349 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Kelly Financial Services held 8,216 shares of Verizon worth $348K as of Q2 2026.
  • Kelly Financial Services bought 54 Verizon shares in Q2 2026, an estimated $2.53K.
  • Verizon made up 0.07% of Kelly Financial Services's portfolio in Q2 2026, its #93 holding.
  • Kelly Financial Services first reported a position in Verizon in Q1 2019 and has held it in 30 quarters since.
  • Kelly Financial Services's Verizon position peaked at $3.76M in Q2 2021.
  • 1,349 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.