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MBL Wealth’s Verizon VZ Stock Holding History

MBL Wealth’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 		$880K Buy
20,776
+697
+3% +$32.7K 0.06% 150
2026
Q1 		$1.01M Sell
20,079
-237
-1% -$11K 0.08% 122
2025
Q4 		$827K Buy
20,316
+7,453
+58% +$302K 0.07% 140
2025
Q3 		$565K Buy
12,863
+1,609
+14% +$69.7K 0.05% 144
2025
Q2 		$487K Buy
11,254
+789
+8% +$34.2K 0.05% 143
2025
Q1 		$475K Sell
10,465
-5,397
-34% -$225K 0.05% 136
2024
Q4 		$634K Buy
15,862
+1,323
+9% +$55.8K 0.06% 125
2024
Q3 		$653K Sell
14,539
-127
-0.9% -$5.3K 0.07% 120
2024
Q2 		$605K Buy
14,666
+728
+5% +$29.3K 0.07% 119
2024
Q1 		$585K Sell
13,938
-1,091
-7% -$44K 0.07% 120
2023
Q4 		$567K Buy
15,029
+7,442
+98% +$263K 0.07% 110
2023
Q3 		$246K Buy
7,587
+1,545
+26% +$52.2K 0.03% 151
2023
Q2 		$225K Sell
6,042
-550
-8% -$20.4K 0.03% 159
2023
Q1 		$256K Buy
+6,592
New +$260K 0.04% 137
2022
Q3 		– Sell
-4,948
Closed -$251K – 176
2022
Q2 		$251K Sell
4,948
-1,124
-19% -$56.9K 0.06% 120
2022
Q1 		$309K Buy
+6,072
New +$322K 0.08% 130
2021
Q1 		$594K Buy
10,217
+1,395
+16% +$78.7K 0.21% 74
2020
Q4 		$518K Buy
+8,822
New +$524K 0.21% 71

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

MBL Wealth's VZ Position: Q2 2026 in Review

MBL Wealth increased its Verizon (VZ) stake by 3.5% in Q2 2026, buying an estimated $32.7K and bringing the position to 20,776 shares worth $880K. The position accounts for 0.06% of the portfolio, ranked #150.

MBL Wealth first reported a position in VZ in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.01M in Q1 2026. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • MBL Wealth held 20,776 shares of Verizon worth $880K as of Q2 2026.
  • MBL Wealth bought 697 Verizon shares in Q2 2026, an estimated $32.7K.
  • Verizon made up 0.06% of MBL Wealth's portfolio in Q2 2026, its #150 holding.
  • MBL Wealth first reported a position in Verizon in Q4 2020 and has held it in 18 quarters since.
  • MBL Wealth's Verizon position peaked at $1.01M in Q1 2026.
  • 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.