Regal Investment Advisors’s Verizon VZ Stock Holding History

Regal Investment 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
2021 Q4	–	Sell	-1,000	Closed	-$54K	–	562
2021 Q3	$54K	Hold	1,000	–	–	0.01%	522
2021 Q2	$56K	Buy	+1,000	New	+$57.4K	0.01%	526
2021 Q1	–	Sell	-1,000	Closed	-$59K	–	432
2020 Q4	$59K	Buy	+1,000	New	+$59.4K	0.01%	463
2020 Q3	–	Sell	-1,000	Closed	-$55K	–	302
2020 Q2	$55K	Buy	+1,000	New	+$56.3K	0.01%	327
2019 Q2	–	Sell	-700	Closed	-$41K	–	378
2019 Q1	$41K	Buy	+700	New	+$39.6K	0.01%	330

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Investment Advisors's VZ Position: Q1 2026 in Review

Regal Investment Advisors increased its Verizon (VZ) stake by 8.7% in Q1 2026, buying an estimated $844K and bringing the position to 227,786 shares worth $11.4M. The position accounts for 0.66% of the portfolio, ranked #27.

Regal Investment Advisors first reported a position in VZ in Q2 2013 and has held it in 49 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Regal Investment Advisors held 227,786 shares of Verizon worth $11.4M as of Q1 2026.
Regal Investment Advisors bought 18,208 Verizon shares in Q1 2026, an estimated $844K.
Verizon made up 0.66% of Regal Investment Advisors's portfolio in Q1 2026, its #27 holding.
Regal Investment Advisors first reported a position in Verizon in Q2 2013 and has held it in 49 quarters since.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.