Kelsey Financial’s Verizon VZ Stock Holding History

Kelsey 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	$279K	Hold	6,596	–	–	0.21%	50
2026 Q1	$331K	Sell	6,596 -1,908	-22%	-$88.4K	0.29%	41
2025 Q4	$346K	Buy	+8,504	New	+$345K	0.3%	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 $3.37T AUM 44.26% 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

Kelsey Financial's VZ Position: Q2 2026 in Review

Kelsey Financial held its Verizon (VZ) position steady in Q2 2026 at 6,596 shares worth $279K. The position accounts for 0.21% of the portfolio, ranked #50.

Kelsey Financial first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $346K in Q4 2025. 3,125 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Kelsey Financial held 6,596 shares of Verizon worth $279K as of Q2 2026.
Kelsey Financial left its Verizon share count unchanged in Q2 2026.
Verizon made up 0.21% of Kelsey Financial's portfolio in Q2 2026, its #50 holding.
Kelsey Financial first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
Kelsey Financial's Verizon position peaked at $346K in Q4 2025.
3,125 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Kelsey Financial's 13F filing for Q2 2026, filed 10 Aug 2026.