Plan Group Financial
VZ icon

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
Q3 		$3.42M Buy
76,829
+11,738
+18% +$552K 0.67% 47
2026
Q2 		$2.76M Buy
65,091
+7,616
+13% +$357K 0.57% 62
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Plan Group Financial's VZ Position: Q3 2026 in Review

Plan Group Financial increased its Verizon (VZ) stake by 18% in Q3 2026, buying an estimated $552K and bringing the position to 76,829 shares worth $3.42M. The position accounts for 0.67% of the portfolio, ranked #47.

Plan Group Financial first reported a position in VZ in Q2 2022 and has held it in 14 quarters since. 1,036 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Plan Group Financial held 76,829 shares of Verizon worth $3.42M as of Q3 2026.
  • Plan Group Financial bought 11,738 Verizon shares in Q3 2026, an estimated $552K.
  • Verizon made up 0.67% of Plan Group Financial's portfolio in Q3 2026, its #47 holding.
  • Plan Group Financial first reported a position in Verizon in Q2 2022 and has held it in 14 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.