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OneAscent Financial Services’s Verizon VZ Stock Holding History

OneAscent Financial Services’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
Q1 		$950K Buy
18,920
+6,363
+51% +$295K 0.05% 227
2025
Q4 		$511K Buy
12,557
+1,017
+9% +$41.3K 0.05% 250
2025
Q3 		$507K Sell
11,540
-7,704
-40% -$333K 0.06% 230
2025
Q2 		$836K Buy
19,244
+3,924
+26% +$170K 0.06% 213
2025
Q1 		$695K Buy
15,320
+733
+5% +$30.5K 0.05% 268
2024
Q4 		$583K Buy
14,587
+3,846
+36% +$162K 0.05% 231
2024
Q3 		$482K Sell
10,741
-3,540
-25% -$148K 0.35% 70
2024
Q2 		$589K Buy
14,281
+343
+2% +$13.8K 0.08% 134
2024
Q1 		$585K Sell
13,938
-209
-1% -$8.43K 0.06% 180
2023
Q4 		$533K Buy
14,147
+6,446
+84% +$228K 0.07% 184
2023
Q3 		$250K Buy
7,701
+1,241
+19% +$41.9K 0.07% 212
2023
Q2 		$240K Buy
+6,460
New +$239K 0.11% 100
2022
Q3 		– Sell
-4,036
Closed -$205K – 244
2022
Q2 		$205K Buy
+4,036
New +$204K 0.09% 204
2020
Q4 		– Sell
-5,650
Closed -$336K – 188
2020
Q3 		$336K Sell
5,650
-1,565
-22% -$90.9K 0.18% 126
2020
Q2 		$398K Buy
+7,215
New +$406K 0.27% 79
2019
Q3 		– Sell
-7,699
Closed -$440K – 192
2019
Q2 		$440K Buy
+7,699
New +$444K 0.3% 61

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OneAscent Financial Services's VZ Position: Q1 2026 in Review

OneAscent Financial Services increased its Verizon (VZ) stake by 51% in Q1 2026, buying an estimated $295K and bringing the position to 18,920 shares worth $950K. The position accounts for 0.05% of the portfolio, ranked #227.

OneAscent Financial Services first reported a position in VZ in Q2 2019 and has held it in 16 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • OneAscent Financial Services held 18,920 shares of Verizon worth $950K as of Q1 2026.
  • OneAscent Financial Services bought 6,363 Verizon shares in Q1 2026, an estimated $295K.
  • Verizon made up 0.05% of OneAscent Financial Services's portfolio in Q1 2026, its #227 holding.
  • OneAscent Financial Services first reported a position in Verizon in Q2 2019 and has held it in 16 quarters since.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.