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LGT Financial Advisors’s Verizon VZ Stock Holding History

LGT 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
2023
Q1 		– Sell
-500
Closed -$19.7K – 201
2022
Q4 		$19.7K Buy
+500
New +$18.8K 0.02% 153

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LGT Financial Advisors's VZ Position: Q2 2026 in Review

LGT Financial Advisors held its Verizon (VZ) position steady in Q2 2026 at 1,500 shares worth $63.5K. The position accounts for 0.34% of the portfolio, ranked #53.

LGT Financial Advisors first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $577K in Q1 2023. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • LGT Financial Advisors held 1,500 shares of Verizon worth $63.5K as of Q2 2026.
  • LGT Financial Advisors left its Verizon share count unchanged in Q2 2026.
  • Verizon made up 0.34% of LGT Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • LGT Financial Advisors first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
  • LGT Financial Advisors's Verizon position peaked at $577K in Q1 2023.
  • 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.