Petra Financial Advisors’s Verizon VZ Stock Holding History

Petra 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	$200K	Buy	+4,731	New	+$222K	0.09%	163
2025 Q4	–	Sell	-4,619	Closed	-$203K	–	152
2025 Q3	$203K	Sell	4,619 -949	-17%	-$41.1K	0.12%	133
2025 Q2	$241K	Buy	5,568 +163	+3%	+$7.06K	0.15%	128
2025 Q1	$245K	Sell	5,405 -285	-5%	-$11.9K	0.2%	110
2024 Q4	$228K	Sell	5,690 -988	-15%	-$41.7K	0.15%	127
2024 Q3	$300K	Sell	6,678 -1,667	-20%	-$69.6K	0.2%	112
2024 Q2	$344K	Sell	8,345 -43	-0.5%	-$1.73K	0.25%	92
2024 Q1	$340K	Buy	8,388 +2,451	+41%	+$98.9K	0.25%	93
2023 Q4	$224K	Sell	5,937 -2,857	-32%	-$101K	0.19%	105
2023 Q3	$285K	Buy	8,794 +1,498	+21%	+$50.6K	0.24%	97
2023 Q2	$271K	Sell	7,296 -3,014	-29%	-$112K	0.24%	92
2023 Q1	$401K	Buy	10,310 +600	+6%	+$23.7K	0.4%	48
2022 Q4	$383K	Buy	+9,710	New	+$366K	0.42%	59

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 $3.37T AUM 44.26% 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

Petra Financial Advisors's VZ Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in Verizon (VZ) in Q2 2026: 4,731 shares worth $200K. The stake represents 0.09% of the portfolio and ranks #163 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in VZ as recently as Q3 2025.

Petra Financial Advisors first reported a position in VZ in Q4 2022 and has held it in 13 quarters since. The position peaked at $401K in Q1 2023. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Petra Financial Advisors held 4,731 shares of Verizon worth $200K as of Q2 2026.
Verizon was a new Petra Financial Advisors position in Q2 2026.
Verizon made up 0.09% of Petra Financial Advisors's portfolio in Q2 2026, its #163 holding.
Petra Financial Advisors first reported a position in Verizon in Q4 2022 and has held it in 13 quarters since.
Petra Financial Advisors's Verizon position peaked at $401K in Q1 2023.
3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.