Montecito Bank & Trust’s Verizon VZ Stock Holding History

Montecito Bank & Trust’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	$1.44M	Buy	34,083 +685	+2%	+$32.1K	0.22%	103
2026 Q1	$1.68M	Sell	33,398 -855	-2%	-$39.6K	0.28%	85
2025 Q4	$1.4M	Buy	34,253 +494	+1%	+$20K	0.22%	101
2025 Q3	$1.48M	Buy	+33,759	New	+$1.46M	0.23%	98
2025 Q1	$1.6M	Sell	35,200 -2,446	-6%	-$102K	0.28%	81
2024 Q4	$1.51M	Buy	37,646 +2,815	+8%	+$119K	0.26%	85
2024 Q3	$1.56M	Buy	34,831 +1,276	+4%	+$53.3K	0.27%	86
2024 Q2	$1.38M	Sell	33,555 -1,283	-4%	-$51.7K	0.28%	82
2024 Q1	$1.46M	Buy	34,838 +1,343	+4%	+$54.2K	0.29%	80
2023 Q4	$1.26M	Sell	33,495 -10,810	-24%	-$382K	0.27%	92
2023 Q3	$1.44M	Sell	44,305 -5,600	-11%	-$189K	0.34%	68
2023 Q2	$1.86M	Sell	49,905 -7,403	-13%	-$274K	0.42%	54
2023 Q1	$2.23M	Sell	57,308 -224	-0.4%	-$8.83K	0.53%	47
2022 Q4	$2.27M	Sell	57,532 -3,386	-6%	-$128K	0.55%	47
2022 Q3	$2.31M	Sell	60,918 -3,916	-6%	-$174K	0.6%	43
2022 Q2	$3.29M	Sell	64,834 -17,127	-21%	-$866K	0.78%	33
2022 Q1	$4.17M	Buy	81,961 +3,357	+4%	+$178K	0.78%	33
2021 Q4	$4.08M	Sell	78,604 -490	-0.6%	-$25.6K	0.72%	35
2021 Q3	$4.27M	Buy	79,094 +1,247	+2%	+$69K	0.83%	30
2021 Q2	$4.36M	Buy	77,847 +1,740	+2%	+$99.9K	0.84%	34
2021 Q1	$4.42M	Sell	76,107 -2,637	-3%	-$149K	0.92%	28
2020 Q4	$4.63M	Buy	78,744 +4,718	+6%	+$280K	1.01%	25
2020 Q3	$4.4M	Buy	74,026 +1,713	+2%	+$99.5K	1.12%	21
2020 Q2	$3.99M	Buy	72,313 +2,151	+3%	+$121K	1.09%	21
2020 Q1	$3.77M	Buy	70,162 +10,184	+17%	+$583K	1.23%	15
2019 Q4	$3.68M	Sell	59,978 -1,360	-2%	-$82K	0.99%	22
2019 Q3	$3.7M	Buy	61,338 +941	+2%	+$54.2K	1.1%	18
2019 Q2	$3.45M	Buy	60,397 +2,843	+5%	+$164K	1.04%	20
2019 Q1	$3.4M	Buy	57,554 +15,023	+35%	+$851K	1.04%	20
2018 Q4	$2.39M	Buy	42,531 +2,476	+6%	+$140K	0.83%	29
2018 Q3	$2.14M	Buy	40,055 +9,482	+31%	+$502K	0.64%	34
2018 Q2	$1.54M	Buy	30,573 +1,517	+5%	+$73.4K	0.49%	43
2018 Q1	$1.39M	Buy	29,056 +465	+2%	+$23.4K	0.46%	50
2017 Q4	$1.51M	Sell	28,591 -572	-2%	-$28.1K	0.49%	37
2017 Q3	$1.44M	Buy	29,163 +1,925	+7%	+$90.6K	0.5%	34
2017 Q2	$1.22M	Sell	27,238 -7,653	-22%	-$356K	0.44%	44
2017 Q1	$1.7M	Sell	34,891 -54	-0.2%	-$2.71K	0.62%	32
2016 Q4	$1.87M	Buy	34,945 +2,894	+9%	+$145K	0.65%	34
2016 Q3	$1.67M	Buy	32,051 +3,734	+13%	+$200K	0.68%	36
2016 Q2	$1.58M	Buy	28,317 +1,506	+6%	+$78.1K	0.67%	31
2016 Q1	$1.45M	Buy	26,811 +2,081	+8%	+$104K	0.65%	35
2015 Q4	$1.14M	Buy	24,730 +961	+4%	+$43.6K	0.54%	44
2015 Q3	$1.03M	Buy	23,769 +2,319	+11%	+$107K	0.57%	33
2015 Q2	$1.04M	Hold	21,450	–	–	0.52%	42
2015 Q1	$1.04M	Sell	21,450 -1,972	-8%	-$95.2K	0.52%	42
2014 Q4	$1.09M	Buy	23,422 +7,089	+43%	+$347K	0.58%	35
2014 Q3	$817K	Buy	16,333 +2,209	+16%	+$110K	0.5%	42
2014 Q2	$691K	Buy	14,124 +3,114	+28%	+$151K	0.42%	50
2014 Q1	$524K	Sell	11,010 -276	-2%	-$13.1K	0.33%	62
2013 Q4	$555K	Sell	11,286 -1,783	-14%	-$87.7K	0.35%	61
2013 Q3	$610K	Sell	13,069 -295	-2%	-$14.4K	0.41%	52
2013 Q2	$673K	Buy	+13,364	New	+$682K	0.45%	51

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

Montecito Bank & Trust's VZ Position: Q2 2026 in Review

Montecito Bank & Trust increased its Verizon (VZ) stake by 2.1% in Q2 2026, buying an estimated $32.1K and bringing the position to 34,083 shares worth $1.44M. The position accounts for 0.22% of the portfolio, ranked #103.

Montecito Bank & Trust first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.63M in Q4 2020. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Montecito Bank & Trust held 34,083 shares of Verizon worth $1.44M as of Q2 2026.
Montecito Bank & Trust bought 685 Verizon shares in Q2 2026, an estimated $32.1K.
Verizon made up 0.22% of Montecito Bank & Trust's portfolio in Q2 2026, its #103 holding.
Montecito Bank & Trust first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
Montecito Bank & Trust's Verizon position peaked at $4.63M in Q4 2020.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.