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Lugano Financial Advisors SA (LFA)’s Verizon VZ Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$71.6K Hold
1,690
– – 0.04% 137
2026
Q1 		$83.6K Sell
1,690
-479
-22% -$22.2K 0.04% 121
2025
Q4 		$86.8K Sell
2,169
-500
-19% -$20.3K 0.04% 126
2025
Q3 		$115K Buy
2,669
+170
+7% +$7.36K 0.06% 108
2025
Q2 		$106K Buy
2,499
+585
+31% +$25.3K 0.06% 111
2025
Q1 		$86.8K Sell
1,914
-851
-31% -$35.4K 0.06% 110
2024
Q4 		$111K Buy
2,765
+500
+22% +$21.1K 0.07% 107
2024
Q3 		$102K Buy
2,265
+505
+29% +$21.1K 0.07% 114
2024
Q2 		$72.6K Hold
1,760
– – 0.06% 117
2024
Q1 		$73.8K Buy
1,760
+1,105
+169% +$44.6K 0.05% 116
2023
Q4 		$24.7K Buy
655
+565
+628% +$20K 0.02% 135
2023
Q3 		$2.92K Buy
+90
New +$3.04K ﹤0.01% 174
2022
Q4 		– Sell
-560
Closed -$21K – 128
2022
Q3 		$21K Hold
560
– – 0.02% 101
2022
Q2 		$28K Buy
+560
New +$28.3K 0.02% 102
2021
Q3 		– Sell
-11,032
Closed -$618K – 114
2021
Q2 		$618K Buy
11,032
+230
+2% +$13.2K 0.39% 37
2021
Q1 		$628K Buy
10,802
+2
+0% +$113 0.44% 36
2020
Q4 		$635K Buy
10,800
+6,580
+156% +$391K 0.49% 34
2020
Q3 		$250K Buy
4,220
+3,729
+759% +$217K 0.23% 57
2020
Q2 		$27K Buy
+491
New +$27.6K 0.03% 98
2020
Q1 		– Sell
-101
Closed -$6K – 138
2019
Q4 		$6K Buy
+101
New +$6.09K ﹤0.01% 133
2019
Q2 		$6K Hold
101
– – ﹤0.01% 139
2019
Q1 		$5K Buy
+101
New +$5.72K ﹤0.01% 132

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
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

Lugano Financial Advisors SA (LFA)'s VZ Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Verizon (VZ) position steady in Q2 2026 at 1,690 shares worth $71.6K. The position accounts for 0.04% of the portfolio, ranked #137.

Lugano Financial Advisors SA (LFA) first reported a position in VZ in Q1 2019 and has held it in 22 quarters since. The position peaked at $635K in Q4 2020. 1,647 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 1,690 shares of Verizon worth $71.6K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) left its Verizon share count unchanged in Q2 2026.
  • Verizon made up 0.04% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #137 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Verizon in Q1 2019 and has held it in 22 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Verizon position peaked at $635K in Q4 2020.
  • 1,647 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.