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Phoenix Financial’s Verizon VZ Stock Holding History

Phoenix Financial’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 		$926K Sell
18,456
-18,290
-50% -$848K 0.01% 238
2025
Q4 		$1.5M Buy
36,746
+9,549
+35% +$387K 0.02% 202
2025
Q3 		$1.2M Sell
27,197
-2,146
-7% -$92.9K 0.01% 217
2025
Q2 		$1.27M Buy
29,343
+3,170
+12% +$137K 0.02% 215
2025
Q1 		$1.19M Buy
26,173
+3,065
+13% +$128K 0.02% 206
2024
Q4 		$924K Buy
23,108
+5,344
+30% +$225K 0.01% 224
2024
Q3 		$799K Buy
17,764
+8,789
+98% +$367K 0.01% 230
2024
Q2 		$366K Buy
8,975
+2,781
+45% +$112K 0.01% 273
2024
Q1 		$259K Buy
+6,194
New +$250K ﹤0.01% 349
2023
Q2 		– Sell
-36,034
Closed -$1.4M – 363
2023
Q1 		$1.4M Hold
36,034
– – 0.03% 173
2022
Q4 		$1.42M Buy
+36,034
New +$1.36M 0.03% 155
2020
Q2 		– Sell
-105,306
Closed -$5.53M – 366
2020
Q1 		$5.53M Buy
+105,306
New +$6.03M 0.28% 101

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's VZ Position: Q1 2026 in Review

Phoenix Financial reduced its Verizon (VZ) stake by 50% in Q1 2026, selling an estimated $848K and leaving 18,456 shares worth $926K. The position accounts for 0.01% of the portfolio, ranked #238.

Phoenix Financial first reported a position in VZ in Q1 2020 and has held it in 12 quarters since. The position peaked at $5.53M in Q1 2020. 3,269 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Phoenix Financial held 18,456 shares of Verizon worth $926K as of Q1 2026.
  • Phoenix Financial sold 18,290 Verizon shares in Q1 2026, an estimated $848K.
  • Verizon made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #238 holding.
  • Phoenix Financial first reported a position in Verizon in Q1 2020 and has held it in 12 quarters since.
  • Phoenix Financial's Verizon position peaked at $5.53M in Q1 2020.
  • 3,269 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.