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LifeSteps Financial’s Verizon VZ Stock Holding History

LifeSteps 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 		$317K Buy
7,484
+178
+2% +$8.35K 0.15% 75
2026
Q1 		$367K Sell
7,306
-84
-1% -$3.89K 0.23% 66
2025
Q4 		$301K Sell
7,390
-59
-0.8% -$2.39K 0.19% 73
2025
Q3 		$327K Buy
7,449
+3
+0% +$130 0.21% 71
2025
Q2 		$322K Buy
7,446
+3
+0% +$130 0.22% 70
2025
Q1 		$338K Sell
7,443
-147
-2% -$6.12K 0.27% 60
2024
Q4 		$304K Buy
7,590
+140
+2% +$5.91K 0.23% 63
2024
Q3 		$335K Buy
7,450
+3
+0% +$125 0.26% 60
2024
Q2 		$307K Buy
7,447
+3
+0% +$121 0.25% 60
2024
Q1 		$312K Buy
7,444
+3
+0% +$121 0.24% 62
2023
Q4 		$281K Sell
7,441
-431
-5% -$15.2K 0.25% 65
2023
Q3 		$255K Sell
7,872
-390
-5% -$13.2K 0.26% 61
2023
Q2 		$307K Sell
8,262
-491
-6% -$18.2K 0.3% 55
2023
Q1 		$340K Sell
8,753
-553
-6% -$21.8K 0.36% 50
2022
Q4 		$367K Buy
9,306
+758
+9% +$28.6K 0.38% 46
2022
Q3 		$325K Sell
8,548
-346
-4% -$15.4K 0.37% 51
2022
Q2 		$451K Buy
8,894
+2
+0% +$101 0.47% 43
2022
Q1 		$453K Sell
8,892
-98
-1% -$5.19K 0.34% 49
2021
Q4 		$467K Sell
8,990
-1,313
-13% -$68.5K 0.33% 48
2021
Q3 		$556K Sell
10,303
-1,085
-10% -$60K 0.43% 41
2021
Q2 		$638K Sell
11,388
-171
-1% -$9.81K 0.49% 40
2021
Q1 		$672K Sell
11,559
-348
-3% -$19.6K 0.56% 35
2020
Q4 		$700K Sell
11,907
-548
-4% -$32.5K 0.64% 28
2020
Q3 		$741K Sell
12,455
-298
-2% -$17.3K 0.78% 25
2020
Q2 		$703K Buy
12,753
+302
+2% +$17K 0.81% 24
2020
Q1 		$669K Buy
12,451
+1,134
+10% +$64.9K 0.77% 31
2019
Q4 		$695K Buy
+11,317
New +$683K 0.66% 34

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
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LifeSteps Financial's VZ Position: Q2 2026 in Review

LifeSteps Financial increased its Verizon (VZ) stake by 2.4% in Q2 2026, buying an estimated $8.35K and bringing the position to 7,484 shares worth $317K. The position accounts for 0.15% of the portfolio, ranked #75.

LifeSteps Financial first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $741K in Q3 2020. 1,397 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • LifeSteps Financial held 7,484 shares of Verizon worth $317K as of Q2 2026.
  • LifeSteps Financial bought 178 Verizon shares in Q2 2026, an estimated $8.35K.
  • Verizon made up 0.15% of LifeSteps Financial's portfolio in Q2 2026, its #75 holding.
  • LifeSteps Financial first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's Verizon position peaked at $741K in Q3 2020.
  • 1,397 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.