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PlanVest Financial’s Verizon VZ Stock Holding History

PlanVest 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 		$351K Buy
8,300
+34
+0.4% +$1.59K 0.23% 70
2026
Q1 		$415K Buy
+8,266
New +$383K 0.32% 62

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PlanVest Financial's VZ Position: Q2 2026 in Review

PlanVest Financial increased its Verizon (VZ) stake by 0.41% in Q2 2026, buying an estimated $1.59K and bringing the position to 8,300 shares worth $351K. The position accounts for 0.23% of the portfolio, ranked #70.

PlanVest Financial first reported a position in VZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $415K in Q1 2026. 3,018 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • PlanVest Financial held 8,300 shares of Verizon worth $351K as of Q2 2026.
  • PlanVest Financial bought 34 Verizon shares in Q2 2026, an estimated $1.59K.
  • Verizon made up 0.23% of PlanVest Financial's portfolio in Q2 2026, its #70 holding.
  • PlanVest Financial first reported a position in Verizon in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Verizon position peaked at $415K in Q1 2026.
  • 3,018 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.