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Rhodes Investment Advisors’s Verizon VZ Stock Holding History

Rhodes 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
2026
Q3 		$214K Buy
+4,668
New +$220K 0.15% 118
2026
Q2 		– Sell
-4,838
Closed -$243K – 136
2026
Q1 		$243K Buy
+4,838
New +$224K 0.21% 98

Other funds holding VZ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Rhodes Investment Advisors's VZ Position: Q3 2026 in Review

Rhodes Investment Advisors opened a new position in Verizon (VZ) in Q3 2026: 4,668 shares worth $214K. The stake represents 0.15% of the portfolio and ranks #118 among its holdings. This is a return to the name: Rhodes Investment Advisors previously reported a position in VZ as recently as Q1 2026.

Rhodes Investment Advisors first reported a position in VZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $243K in Q1 2026. 109 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Rhodes Investment Advisors held 4,668 shares of Verizon worth $214K as of Q3 2026.
  • Verizon was a new Rhodes Investment Advisors position in Q3 2026.
  • Verizon made up 0.15% of Rhodes Investment Advisors's portfolio in Q3 2026, its #118 holding.
  • Rhodes Investment Advisors first reported a position in Verizon in Q1 2026 and has held it in 2 quarters since.
  • Rhodes Investment Advisors's Verizon position peaked at $243K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.