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Portland Financial Advisors’s Verizon VZ Stock Holding History

Portland Financial Advisors’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 		$360K Hold
7,175
– – 0.75% 48
2025
Q4 		$292K Buy
7,175
+250
+4% +$10.1K 0.62% 56
2025
Q3 		$304K Buy
6,925
+160
+2% +$6.93K 0.65% 55
2025
Q2 		$293K Buy
6,765
+745
+12% +$32.3K 0.7% 53
2025
Q1 		$273K Buy
+6,020
New +$251K 0.7% 53

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Portland Financial Advisors's VZ Position: Q1 2026 in Review

Portland Financial Advisors held its Verizon (VZ) position steady in Q1 2026 at 7,175 shares worth $360K. The position accounts for 0.75% of the portfolio, ranked #48.

Portland Financial Advisors first reported a position in VZ in Q1 2025 and has held it in 5 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Portland Financial Advisors held 7,175 shares of Verizon worth $360K as of Q1 2026.
  • Portland Financial Advisors left its Verizon share count unchanged in Q1 2026.
  • Verizon made up 0.75% of Portland Financial Advisors's portfolio in Q1 2026, its #48 holding.
  • Portland Financial Advisors first reported a position in Verizon in Q1 2025 and has held it in 5 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Portland Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.