Key Financial Inc
VZ icon

Key Financial Inc’s Verizon VZ Stock Holding History

Key Financial Inc’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
Q3 		$1.04M Sell
22,569
-1,825
-7% -$85.9K 0.17% 112
2026
Q2 		$1.03M Sell
24,394
-6,866
-22% -$322K 0.17% 112
2026
Q1 		$1.57M Sell
31,260
-139
-0.4% -$6.44K 0.28% 66
2025
Q4 		$1.28M Sell
31,399
-264
-0.8% -$10.7K 0.23% 83
2025
Q3 		$1.39M Buy
31,663
+1,621
+5% +$70.2K 0.26% 77
2025
Q2 		$1.3M Buy
30,042
+21
+0.1% +$909 0.26% 70
2025
Q1 		$1.36M Sell
30,021
-1,940
-6% -$80.8K 0.3% 63
2024
Q4 		$1.28M Buy
31,961
+3,451
+12% +$146K 0.29% 64
2024
Q3 		$1.28M Sell
28,510
-1
-0% -$42 0.28% 63
2024
Q2 		$1.18M Buy
28,511
+21
+0.1% +$846 0.28% 64
2024
Q1 		$1.2M Buy
28,490
+21
+0.1% +$847 0.3% 61
2023
Q4 		$1.07M Sell
28,469
-880
-3% -$31.1K 0.29% 66
2023
Q3 		$951K Buy
29,349
+23
+0.1% +$777 0.32% 62
2023
Q2 		$1.09M Sell
29,326
-3,007
-9% -$111K 0.36% 54
2023
Q1 		$1.26M Buy
32,333
+4,206
+15% +$166K 0.46% 43
2022
Q4 		$1.07M Hold
28,127
– – 0.5% 40
2022
Q3 		$1.07M Buy
28,127
+18,259
+185% +$813K 0.5% 40
2022
Q2 		$510K Buy
9,868
+245
+3% +$12.4K 0.28% 70
2022
Q1 		$490K Sell
9,623
-3,588
-27% -$190K 0.24% 78
2021
Q4 		$686K Sell
13,211
-859
-6% -$44.8K 0.34% 55
2021
Q3 		$760K Buy
14,070
+518
+4% +$28.7K 0.43% 42
2021
Q2 		$756K Hold
13,552
– – 0.42% 45
2021
Q1 		$788K Sell
13,552
-27
-0.2% -$1.52K 0.52% 32
2020
Q4 		$798K Sell
13,579
-820
-6% -$48.7K 0.59% 32
2020
Q3 		$857K Buy
14,399
+105
+0.7% +$6.1K 0.88% 27
2020
Q2 		$782K Buy
14,294
+609
+4% +$34.3K 0.9% 25
2020
Q1 		$749K Sell
13,685
-4,144
-23% -$237K 0.77% 23
2019
Q4 		$1.1M Buy
+17,829
New +$1.08M 1.03% 21

Other funds holding VZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Key Financial Inc's VZ Position: Q3 2026 in Review

Key Financial Inc reduced its Verizon (VZ) stake by 7.5% in Q3 2026, selling an estimated $85.9K and leaving 22,569 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #112.

Key Financial Inc first reported a position in VZ in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.57M in Q1 2026. 2,819 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Key Financial Inc held 22,569 shares of Verizon worth $1.04M as of Q3 2026.
  • Key Financial Inc sold 1,825 Verizon shares in Q3 2026, an estimated $85.9K.
  • Verizon made up 0.17% of Key Financial Inc's portfolio in Q3 2026, its #112 holding.
  • Key Financial Inc first reported a position in Verizon in Q4 2019 and has held it in 28 quarters since.
  • Key Financial Inc's Verizon position peaked at $1.57M in Q1 2026.
  • 2,819 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.