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Richardson Financial Services’s Verizon VZ Stock Holding History

Richardson Financial Services’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 		$251K Sell
5,917
-663
-10% -$31.1K 0.14% 143
2026
Q1 		$330K Sell
6,580
-1,195
-15% -$55.4K 0.21% 116
2025
Q4 		$317K Buy
7,775
+563
+8% +$22.8K 0.1% 121
2025
Q3 		$317K Buy
7,212
+330
+5% +$14.3K 0.2% 117
2025
Q2 		$301K Buy
6,882
+1,792
+35% +$77.6K 0.2% 124
2025
Q1 		$231K Buy
5,090
+77
+2% +$3.21K 0.18% 132
2024
Q4 		$199K Sell
5,013
-850
-14% -$35.9K 0.14% 136
2024
Q3 		$242K Hold
5,863
– – 0.15% 130
2024
Q2 		$242K Sell
5,863
-1,097
-16% -$44.2K 0.17% 122
2024
Q1 		$292K Buy
6,960
+207
+3% +$8.35K 0.21% 112
2023
Q4 		$255K Buy
+6,753
New +$239K 0.22% 104

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Richardson Financial Services's VZ Position: Q2 2026 in Review

Richardson Financial Services reduced its Verizon (VZ) stake by 10% in Q2 2026, selling an estimated $31.1K and leaving 5,917 shares worth $251K. The position accounts for 0.14% of the portfolio, ranked #143.

Richardson Financial Services first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $330K in Q1 2026. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Richardson Financial Services held 5,917 shares of Verizon worth $251K as of Q2 2026.
  • Richardson Financial Services sold 663 Verizon shares in Q2 2026, an estimated $31.1K.
  • Verizon made up 0.14% of Richardson Financial Services's portfolio in Q2 2026, its #143 holding.
  • Richardson Financial Services first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Verizon position peaked at $330K in Q1 2026.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.