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Keynote Financial Services’s Verizon VZ Stock Holding History

Keynote 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 		$2.24M Sell
52,989
-695
-1% -$32.6K 1.05% 24
2026
Q1 		$2.69M Buy
53,684
+5,662
+12% +$262K 1.43% 15
2025
Q4 		$1.96M Buy
48,022
+3,486
+8% +$141K 1.09% 21
2025
Q3 		$1.96M Buy
44,536
+544
+1% +$23.5K 1.18% 18
2025
Q2 		$1.9M Sell
43,992
-338
-0.8% -$14.6K 1.28% 19
2025
Q1 		$2.01M Buy
44,330
+7,445
+20% +$310K 1.44% 15
2024
Q4 		$1.48M Buy
36,885
+5,842
+19% +$246K 1.13% 21
2024
Q3 		$1.39M Sell
31,043
-545
-2% -$22.7K 1.06% 24
2024
Q2 		$1.3M Buy
31,588
+3,862
+14% +$156K 1.09% 26
2024
Q1 		$1.16M Buy
+27,726
New +$1.12M 0.98% 29

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Keynote Financial Services reduced its Verizon (VZ) stake by 1.3% in Q2 2026, selling an estimated $32.6K and leaving 52,989 shares worth $2.24M. The position accounts for 1.05% of the portfolio, ranked #24.

Keynote Financial Services first reported a position in VZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.69M in Q1 2026. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Keynote Financial Services held 52,989 shares of Verizon worth $2.24M as of Q2 2026.
  • Keynote Financial Services sold 695 Verizon shares in Q2 2026, an estimated $32.6K.
  • Verizon made up 1.05% of Keynote Financial Services's portfolio in Q2 2026, its #24 holding.
  • Keynote Financial Services first reported a position in Verizon in Q1 2024 and has held it in 10 quarters since.
  • Keynote Financial Services's Verizon position peaked at $2.69M in Q1 2026.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.