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Legend Financial Advisors’s Verizon VZ Stock Holding History

Legend Financial Advisors’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
2025
Q3 		– Sell
-1,276
Closed -$55.2K – 163
2025
Q2 		$55.2K Buy
+1,276
New +$55.3K 0.04% 55
2025
Q1 		– Sell
-780
Closed -$31.2K – 251
2024
Q4 		$31.2K Buy
780
+320
+70% +$13.5K 0.02% 66
2024
Q3 		$20.7K Hold
460
– – 0.01% 73
2024
Q2 		$19K Buy
460
+280
+156% +$11.3K 0.01% 101
2024
Q1 		$7.55K Hold
180
– – 0.01% 146
2023
Q4 		$6.79K Hold
180
– – 0.01% 139
2023
Q3 		$5.83K Hold
180
– – 0.01% 157
2023
Q2 		$6.69K Hold
180
– – 0.01% 170
2023
Q1 		$7K Hold
180
– – 0.01% 176
2022
Q4 		$7.09K Hold
180
– – 0.01% 185
2022
Q3 		$6.83K Buy
+180
New +$8.02K 0.01% 171

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legend Financial Advisors's VZ Position: Q3 2025 in Review

Legend Financial Advisors sold out of Verizon (VZ) in Q3 2025, closing a stake of 1,276 shares — an estimated $55.2K sold.

Legend Financial Advisors first reported a position in VZ in Q3 2022 and held it in 11 quarters. The position peaked at $55.2K in Q2 2025. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Legend Financial Advisors reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 1,276 Verizon shares in Q3 2025, an estimated $55.2K.
  • Legend Financial Advisors first reported a position in Verizon in Q3 2022 and held it in 11 quarters.
  • Legend Financial Advisors's Verizon position peaked at $55.2K in Q2 2025.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.