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Pathfinder Wealth Consulting’s Verizon VZ Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-5,290
Closed -$266K – 156
2026
Q1 		$266K Sell
5,290
-138
-3% -$6.4K 0.17% 128
2025
Q4 		$221K Buy
+5,428
New +$220K 0.14% 156

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Pathfinder Wealth Consulting's VZ Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Verizon (VZ) in Q2 2026, closing a stake of 5,290 shares — an estimated $266K sold.

Pathfinder Wealth Consulting first reported a position in VZ in Q4 2025 and held it in 2 quarters. The position peaked at $266K in Q1 2026. 1,722 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 5,290 Verizon shares in Q2 2026, an estimated $266K.
  • Pathfinder Wealth Consulting first reported a position in Verizon in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Verizon position peaked at $266K in Q1 2026.
  • 1,722 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.