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 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

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

Plan Group Financial's VZ Position: Q2 2026 in Review

Plan Group Financial increased its Verizon (VZ) stake by 13% in Q2 2026, buying an estimated $357K and bringing the position to 65,091 shares worth $2.76M. The position accounts for 0.57% of the portfolio, ranked #62.

Plan Group Financial first reported a position in VZ in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.89M in Q1 2026. 3,147 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Plan Group Financial held 65,091 shares of Verizon worth $2.76M as of Q2 2026.
Plan Group Financial bought 7,616 Verizon shares in Q2 2026, an estimated $357K.
Verizon made up 0.57% of Plan Group Financial's portfolio in Q2 2026, its #62 holding.
Plan Group Financial first reported a position in Verizon in Q2 2022 and has held it in 13 quarters since.
Plan Group Financial's Verizon position peaked at $2.89M in Q1 2026.
3,147 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.