Plan Group Financial’s Verizon VZ Stock Holding History

Plan Group 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	$2.89M	Buy	57,475 +7,427	+15%	+$344K	0.68%	49
2025 Q4	$2.04M	Sell	50,048 -7,153	-13%	-$290K	0.53%	61
2025 Q3	$2.51M	Buy	57,201 +11,595	+25%	+$502K	0.68%	49
2025 Q2	$1.97M	Buy	45,606 +4,903	+12%	+$212K	0.65%	49
2025 Q1	$1.85M	Buy	40,703 +13,711	+51%	+$571K	0.66%	34
2024 Q4	$1.08M	Buy	26,992 +3,454	+15%	+$146K	0.57%	38
2024 Q3	$1.06M	Buy	23,538 +2,685	+13%	+$112K	0.56%	38
2024 Q2	$860K	Buy	20,853 +8,517	+69%	+$343K	0.53%	42
2024 Q1	$518K	Buy	+12,336	New	+$498K	0.34%	47
2023 Q4	–	Sell	-11,086	Closed	-$359K	–	81
2023 Q3	$359K	Sell	11,086 -1,297	-10%	-$43.8K	0.26%	45
2023 Q2	$408K	Buy	+12,383	New	+$458K	0.34%	41
2022 Q2	$203K	Buy	+4,000	New	+$202K	0.35%	52

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Plan Group Financial's VZ Position: Q1 2026 in Review

Plan Group Financial increased its Verizon (VZ) stake by 15% in Q1 2026, buying an estimated $344K and bringing the position to 57,475 shares worth $2.89M. The position accounts for 0.68% of the portfolio, ranked #49.

Plan Group Financial first reported a position in VZ in Q2 2022 and has held it in 12 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Plan Group Financial held 57,475 shares of Verizon worth $2.89M as of Q1 2026.
Plan Group Financial bought 7,427 Verizon shares in Q1 2026, an estimated $344K.
Verizon made up 0.68% of Plan Group Financial's portfolio in Q1 2026, its #49 holding.
Plan Group Financial first reported a position in Verizon in Q2 2022 and has held it in 12 quarters since.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.