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Legacy Trust’s Verizon VZ Stock Holding History

Legacy Trust’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 		$239K Sell
5,637
-770
-12% -$36.1K 0.04% 189
2026
Q1 		$322K Sell
6,407
-1,375
-18% -$63.7K 0.06% 169
2025
Q4 		$317K Buy
7,782
+290
+4% +$11.8K 0.06% 162
2025
Q3 		$329K Buy
+7,492
New +$324K 0.06% 155
2023
Q2 		– Sell
-8,251
Closed -$321K – 169
2023
Q1 		$321K Sell
8,251
-38
-0.5% -$1.5K 0.1% 123
2022
Q4 		$327K Buy
+8,289
New +$312K 0.1% 117

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Legacy Trust's VZ Position: Q2 2026 in Review

Legacy Trust reduced its Verizon (VZ) stake by 12% in Q2 2026, selling an estimated $36.1K and leaving 5,637 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #189.

Legacy Trust first reported a position in VZ in Q4 2022 and has held it in 6 quarters since. The position peaked at $329K in Q3 2025. 1,765 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Legacy Trust held 5,637 shares of Verizon worth $239K as of Q2 2026.
  • Legacy Trust sold 770 Verizon shares in Q2 2026, an estimated $36.1K.
  • Verizon made up 0.04% of Legacy Trust's portfolio in Q2 2026, its #189 holding.
  • Legacy Trust first reported a position in Verizon in Q4 2022 and has held it in 6 quarters since.
  • Legacy Trust's Verizon position peaked at $329K in Q3 2025.
  • 1,765 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.