Pacific Excel Wealth Advisors’s Verizon VZ Stock Holding History

Pacific Excel Wealth 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	$217K	Buy	+5,114	New	+$240K	0.08%	210

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pacific Excel Wealth Advisors's VZ Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Verizon (VZ) in Q2 2026: 5,114 shares worth $217K. The stake represents 0.08% of the portfolio and ranks #210 among its holdings.

3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Pacific Excel Wealth Advisors held 5,114 shares of Verizon worth $217K as of Q2 2026.
Verizon was a new Pacific Excel Wealth Advisors position in Q2 2026.
Verizon made up 0.08% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #210 holding.
3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.