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Providence Financial Advisors’s Verizon VZ Stock Holding History

Providence 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
Q2 		– Sell
-4,315
Closed -$217K – 65
2026
Q1 		$217K Buy
+4,315
New +$200K 0.12% 56
2025
Q4 		– Sell
-4,606
Closed -$202K – 56
2025
Q3 		$202K Buy
+4,606
New +$199K 0.19% 48

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Providence Financial Advisors's VZ Position: Q2 2026 in Review

Providence Financial Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,315 shares — an estimated $217K sold.

Providence Financial Advisors first reported a position in VZ in Q3 2025 and held it in 2 quarters. The position peaked at $217K in Q1 2026. 1,660 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Providence Financial Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Providence Financial Advisors sold 4,315 Verizon shares in Q2 2026, an estimated $217K.
  • Providence Financial Advisors first reported a position in Verizon in Q3 2025 and held it in 2 quarters.
  • Providence Financial Advisors's Verizon position peaked at $217K in Q1 2026.
  • 1,660 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Providence Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.