KFA Private Wealth Group’s Verizon VZ Stock Holding History

KFA Private Wealth Group’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	$218K	Buy	+4,754	New	+$224K	0.05%	147
2026 Q2	–	Sell	-4,978	Closed	-$250K	–	175
2026 Q1	$250K	Hold	4,978	–	–	0.06%	146
2025 Q4	$203K	Sell	4,978 -395	-7%	-$16K	0.05%	149
2025 Q3	$236K	Sell	5,373 -1,631	-23%	-$70.6K	0.07%	126
2025 Q2	$303K	Buy	7,004 +1,568	+29%	+$67.9K	0.09%	102
2025 Q1	$247K	Buy	+5,436	New	+$226K	0.09%	100
2024 Q2	–	Sell	-5,975	Closed	-$251K	–	98
2024 Q1	$251K	Buy	+5,975	New	+$241K	0.08%	87
2022 Q3	–	Sell	-4,178	Closed	-$212K	–	68
2022 Q2	$212K	Sell	4,178 -126	-3%	-$6.37K	0.12%	65
2022 Q1	$219K	Buy	+4,304	New	+$228K	0.11%	68
2020 Q1	–	Sell	-5,617	Closed	-$345K	–	58
2019 Q4	$345K	Buy	+5,617	New	+$339K	0.32%	36

Other funds holding VZ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KFA Private Wealth Group's VZ Position: Q3 2026 in Review

KFA Private Wealth Group opened a new position in Verizon (VZ) in Q3 2026: 4,754 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #147 among its holdings. This is a return to the name: KFA Private Wealth Group previously reported a position in VZ as recently as Q1 2026.

KFA Private Wealth Group first reported a position in VZ in Q4 2019 and has held it in 10 quarters since. The position peaked at $345K in Q4 2019. 1,750 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

KFA Private Wealth Group held 4,754 shares of Verizon worth $218K as of Q3 2026.
Verizon was a new KFA Private Wealth Group position in Q3 2026.
Verizon made up 0.05% of KFA Private Wealth Group's portfolio in Q3 2026, its #147 holding.
KFA Private Wealth Group first reported a position in Verizon in Q4 2019 and has held it in 10 quarters since.
KFA Private Wealth Group's Verizon position peaked at $345K in Q4 2019.
1,750 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.