LF
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LifePlan Financial’s Verizon VZ Stock Holding History

LifePlan Financial’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 		$1.16M Sell
27,280
-8,758
-24% -$411K 0.81% 38
2026
Q1 		$1.81M Buy
36,038
+3,259
+10% +$151K 1.34% 18
2025
Q4 		$1.34M Buy
32,779
+1,349
+4% +$54.7K 1.02% 27
2025
Q3 		$1.38M Buy
31,430
+6,018
+24% +$261K 1.09% 26
2025
Q2 		$1.1M Buy
25,412
+668
+3% +$28.9K 0.91% 32
2025
Q1 		$1.12M Buy
24,744
+1,078
+5% +$44.9K 0.98% 28
2024
Q4 		$946K Buy
23,666
+894
+4% +$37.7K 0.84% 35
2024
Q3 		$1.02M Sell
22,772
-775
-3% -$32.3K 0.88% 32
2024
Q2 		$971K Buy
23,547
+1,349
+6% +$54.4K 0.89% 33
2024
Q1 		$931K Buy
22,198
+1,842
+9% +$74.3K 0.85% 37
2023
Q4 		$767K Buy
+20,356
New +$720K 0.77% 42

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

LifePlan Financial's VZ Position: Q2 2026 in Review

LifePlan Financial reduced its Verizon (VZ) stake by 24% in Q2 2026, selling an estimated $411K and leaving 27,280 shares worth $1.16M. The position accounts for 0.81% of the portfolio, ranked #38.

LifePlan Financial first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q1 2026. 1,519 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • LifePlan Financial held 27,280 shares of Verizon worth $1.16M as of Q2 2026.
  • LifePlan Financial sold 8,758 Verizon shares in Q2 2026, an estimated $411K.
  • Verizon made up 0.81% of LifePlan Financial's portfolio in Q2 2026, its #38 holding.
  • LifePlan Financial first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • LifePlan Financial's Verizon position peaked at $1.81M in Q1 2026.
  • 1,519 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.