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Legacy Financial Group (Oklahoma)’s Verizon VZ Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$233K Buy
5,513
+56
+1% +$2.63K 0.05% 91
2026
Q1 		$274K Sell
5,457
-168
-3% -$7.79K 0.07% 73
2025
Q4 		$229K Sell
5,625
-172
-3% -$6.98K 0.06% 79
2025
Q3 		$255K Buy
+5,797
New +$251K 0.07% 71

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

Legacy Financial Group (Oklahoma)'s VZ Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) increased its Verizon (VZ) stake by 1% in Q2 2026, buying an estimated $2.63K and bringing the position to 5,513 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #91.

Legacy Financial Group (Oklahoma) first reported a position in VZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $274K in Q1 2026. 1,722 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 5,513 shares of Verizon worth $233K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 56 Verizon shares in Q2 2026, an estimated $2.63K.
  • Verizon made up 0.05% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #91 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Verizon in Q3 2025 and has held it in 4 quarters since.
  • Legacy Financial Group (Oklahoma)'s Verizon position peaked at $274K in Q1 2026.
  • 1,722 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.