RFA
VZ icon

Resurgent Financial Advisors’s Verizon VZ Stock Holding History

Resurgent 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 		$984K Buy
19,595
+663
+4% +$30.7K 0.36% 66
2025
Q4 		$771K Buy
18,932
+2,646
+16% +$107K 0.39% 74
2025
Q3 		$716K Buy
16,286
+7,099
+77% +$307K 0.35% 77
2025
Q2 		$398K Buy
9,187
+219
+2% +$9.48K 0.22% 125
2025
Q1 		$407K Sell
8,968
-863
-9% -$35.9K 0.24% 116
2024
Q4 		$393K Sell
9,831
-1,477
-13% -$62.3K 0.23% 120
2024
Q3 		$508K Sell
11,308
-697
-6% -$29.1K 0.3% 96
2024
Q2 		$495K Sell
12,005
-1,600
-12% -$64.5K 0.31% 101
2024
Q1 		$571K Buy
13,605
+672
+5% +$27.1K 0.3% 96
2023
Q4 		$488K Sell
12,933
-2,573
-17% -$91K 0.3% 87
2023
Q3 		$503K Buy
15,506
+2,386
+18% +$80.6K 0.34% 77
2023
Q2 		$488K Buy
13,120
+60
+0.5% +$2.22K 0.32% 80
2023
Q1 		$508K Sell
13,060
-3,084
-19% -$122K 0.34% 77
2022
Q4 		$636K Sell
16,144
-676
-4% -$25.5K 0.34% 71
2022
Q3 		$639K Buy
16,820
+891
+6% +$39.7K 0.43% 63
2022
Q2 		$808K Buy
15,929
+1,703
+12% +$86.1K 0.52% 50
2022
Q1 		$724K Buy
14,226
+3,589
+34% +$190K 0.45% 64
2021
Q4 		$553K Buy
+10,637
New +$555K 0.44% 69

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

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

Resurgent Financial Advisors increased its Verizon (VZ) stake by 3.5% in Q1 2026, buying an estimated $30.7K and bringing the position to 19,595 shares worth $984K. The position accounts for 0.36% of the portfolio, ranked #66.

Resurgent Financial Advisors first reported a position in VZ in Q4 2021 and has held it in 18 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Resurgent Financial Advisors held 19,595 shares of Verizon worth $984K as of Q1 2026.
  • Resurgent Financial Advisors bought 663 Verizon shares in Q1 2026, an estimated $30.7K.
  • Verizon made up 0.36% of Resurgent Financial Advisors's portfolio in Q1 2026, its #66 holding.
  • Resurgent Financial Advisors first reported a position in Verizon in Q4 2021 and has held it in 18 quarters since.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.