Poinciana Advisors Group’s Verizon VZ Stock Holding History

Poinciana Advisors Group’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	–	Sell	-4,379	Closed	-$220K	–	143
2026 Q1	$220K	Buy	+4,379	New	+$203K	0.17%	115

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Poinciana Advisors Group's VZ Position: Q2 2026 in Review

Poinciana Advisors Group sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,379 shares — an estimated $220K sold.

Poinciana Advisors Group first reported a position in VZ in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 2,082 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Poinciana Advisors Group reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Poinciana Advisors Group sold 4,379 Verizon shares in Q2 2026, an estimated $220K.
Poinciana Advisors Group first reported a position in Verizon in Q1 2026 and held it in 1 quarter.
Poinciana Advisors Group's Verizon position peaked at $220K in Q1 2026.
2,082 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.