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New England Capital Financial Advisors’s Verizon VZ Stock Holding History

New England Capital Financial Advisors’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 		$154K Buy
3,626
+808
+29% +$37.9K 0.04% 77
2026
Q1 		$141K Sell
2,818
-193
-6% -$8.95K 0.04% 76
2025
Q4 		$123K Buy
3,011
+24
+0.8% +$973 0.05% 83
2025
Q3 		$131K Sell
2,987
-108
-3% -$4.67K 0.06% 76
2025
Q2 		$134K Buy
3,095
+187
+6% +$8.1K 0.06% 73
2025
Q1 		$132K Buy
2,908
+7
+0.2% +$291 0.07% 68
2024
Q4 		$116K Buy
2,901
+6
+0.2% +$253 0.06% 76
2024
Q3 		$130K Buy
2,895
+7
+0.2% +$292 0.07% 64
2024
Q2 		$119K Buy
2,888
+6
+0.2% +$242 0.07% 67
2024
Q1 		$121K Buy
2,882
+6
+0.2% +$242 0.07% 65
2023
Q4 		$108K Sell
2,876
-5
-0.2% -$177 0.07% 71
2023
Q3 		$93.4K Buy
2,881
+239
+9% +$8.07K 0.06% 77
2023
Q2 		$98.3K Sell
2,642
-169
-6% -$6.25K 0.06% 75
2023
Q1 		$109K Sell
2,811
-34
-1% -$1.34K 0.08% 72
2022
Q4 		$114K Buy
+2,845
New +$107K 0.08% 71

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

New England Capital Financial Advisors's VZ Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Verizon (VZ) stake by 29% in Q2 2026, buying an estimated $37.9K and bringing the position to 3,626 shares worth $154K. The position accounts for 0.04% of the portfolio, ranked #77.

New England Capital Financial Advisors first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. 1,660 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • New England Capital Financial Advisors held 3,626 shares of Verizon worth $154K as of Q2 2026.
  • New England Capital Financial Advisors bought 808 Verizon shares in Q2 2026, an estimated $37.9K.
  • Verizon made up 0.04% of New England Capital Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • New England Capital Financial Advisors first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
  • 1,660 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.