Mechanics Bank - Trust Department’s Verizon VZ Stock Holding History

Mechanics Bank - Trust Department’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	$230K	Buy	5,438 +700	+15%	+$32.8K	0.03%	200
2026 Q1	$238K	Buy	+4,738	New	+$220K	0.03%	189
2025 Q4	–	Sell	-7,444	Closed	-$327K	–	214
2025 Q3	$327K	Sell	7,444 -9,235	-55%	-$400K	0.05%	175
2025 Q2	$722K	Sell	16,679 -11,402	-41%	-$494K	0.1%	135
2025 Q1	$1.27M	Sell	28,081 -590	-2%	-$24.6K	0.17%	112
2024 Q4	$1.15M	Sell	28,671 -518	-2%	-$21.9K	0.15%	112
2024 Q3	$1.31M	Sell	29,189 -754	-3%	-$31.5K	0.17%	107
2024 Q2	$1.23M	Sell	29,943 -2,704	-8%	-$109K	0.18%	108
2024 Q1	$1.37M	Buy	32,647 +494	+2%	+$19.9K	0.2%	103
2023 Q4	$1.21M	Buy	32,153 +206	+0.6%	+$7.29K	0.19%	104
2023 Q3	$1.04M	Sell	31,947 -8,059	-20%	-$272K	0.17%	104
2023 Q2	$1.49M	Sell	40,006 -13,245	-25%	-$490K	0.24%	91
2023 Q1	$2.07M	Sell	53,251 -980	-2%	-$38.6K	0.35%	77
2022 Q4	$2.14M	Sell	54,231 -2,155	-4%	-$81.2K	0.37%	75
2022 Q3	$2.14M	Sell	56,386 -1,975	-3%	-$88K	0.4%	69
2022 Q2	$2.96M	Buy	58,361 +212	+0.4%	+$10.7K	0.53%	54
2022 Q1	$2.96M	Sell	58,149 -6,005	-9%	-$318K	0.46%	61
2021 Q4	$3.33M	Sell	64,154 -665	-1%	-$34.7K	0.49%	57
2021 Q3	$3.5M	Buy	64,819 +211	+0.3%	+$11.7K	0.57%	50
2021 Q2	$3.62M	Sell	64,608 -2,072	-3%	-$119K	0.59%	50
2021 Q1	$3.88M	Sell	66,680 -2,870	-4%	-$162K	0.67%	46
2020 Q4	$4.09M	Buy	69,550 +106	+0.2%	+$6.3K	0.73%	45
2020 Q3	$4.13M	Buy	69,444 +1,685	+2%	+$97.9K	0.82%	39
2020 Q2	$3.74M	Buy	67,759 +2,838	+4%	+$160K	0.78%	43
2020 Q1	$3.49M	Buy	64,921 +227	+0.4%	+$13K	0.85%	41
2019 Q4	$3.97M	Sell	64,694 -1,320	-2%	-$79.6K	0.78%	45
2019 Q3	$3.98M	Buy	66,014 +1,547	+2%	+$89.1K	0.8%	42
2019 Q2	$3.68M	Sell	64,467 -848	-1%	-$48.9K	0.83%	44
2019 Q1	$3.86M	Sell	65,315 -358	-0.5%	-$20.3K	0.88%	38
2018 Q4	$3.69M	Buy	65,673 +327	+0.5%	+$18.6K	0.93%	34
2018 Q3	$3.49M	Buy	65,346 +1,819	+3%	+$96.3K	0.75%	46
2018 Q2	$3.2M	Buy	63,527 +827	+1%	+$40K	0.73%	48
2018 Q1	$3M	Sell	62,700 -1,490	-2%	-$74.9K	0.7%	49
2017 Q4	$3.4M	Buy	64,190 +3,780	+6%	+$186K	0.77%	45
2017 Q3	$2.99M	Buy	60,410 +953	+2%	+$44.8K	0.71%	48
2017 Q2	$2.65M	Sell	59,457 -1,332	-2%	-$62K	0.63%	51
2017 Q1	$2.96M	Sell	60,789 -1,900	-3%	-$95.3K	0.72%	45
2016 Q4	$3.35M	Sell	62,689 -92	-0.1%	-$4.6K	0.81%	44
2016 Q3	$3.26M	Buy	62,781 +2,632	+4%	+$141K	0.8%	42
2016 Q2	$3.36M	Buy	60,149 +2,660	+5%	+$138K	1.24%	28
2016 Q1	$3.11M	Sell	57,489 -108	-0.2%	-$5.4K	1.21%	28
2015 Q4	$2.66M	Buy	57,597 +111	+0.2%	+$5.04K	1.04%	30
2015 Q3	$2.5M	Buy	57,486 +2,784	+5%	+$128K	1%	33
2015 Q2	$2.55M	Sell	54,702 -541	-1%	-$26.5K	0.9%	36
2015 Q1	$2.69M	Sell	55,243 -2,947	-5%	-$142K	0.87%	37
2014 Q4	$2.72M	Buy	58,190 +27,566	+90%	+$1.35M	0.85%	38
2014 Q3	$1.53M	Buy	30,624 +2,069	+7%	+$103K	0.46%	53
2014 Q2	$1.4M	Sell	28,555 -3,716	-12%	-$180K	0.4%	57
2014 Q1	$1.53M	Buy	32,271 +7,227	+29%	+$342K	0.35%	57
2013 Q4	$1.23M	Buy	25,044 +3,050	+14%	+$150K	0.3%	59
2013 Q3	$1.03M	Sell	21,994 -273	-1%	-$13.3K	0.28%	63
2013 Q2	$1.12M	Buy	+22,267	New	+$1.14M	0.3%	60

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mechanics Bank - Trust Department's VZ Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its Verizon (VZ) stake by 15% in Q2 2026, buying an estimated $32.8K and bringing the position to 5,438 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #200.

Mechanics Bank - Trust Department first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.13M in Q3 2020. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Mechanics Bank - Trust Department held 5,438 shares of Verizon worth $230K as of Q2 2026.
Mechanics Bank - Trust Department bought 700 Verizon shares in Q2 2026, an estimated $32.8K.
Verizon made up 0.03% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #200 holding.
Mechanics Bank - Trust Department first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
Mechanics Bank - Trust Department's Verizon position peaked at $4.13M in Q3 2020.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.