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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
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 $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

Richardson Financial Services's VZ Position: Q1 2026 in Review

Richardson Financial Services reduced its Verizon (VZ) stake by 15% in Q1 2026, selling an estimated $55.4K and leaving 6,580 shares worth $330K. The position accounts for 0.21% of the portfolio, ranked #116.

Richardson Financial Services first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Richardson Financial Services held 6,580 shares of Verizon worth $330K as of Q1 2026.
  • Richardson Financial Services sold 1,195 Verizon shares in Q1 2026, an estimated $55.4K.
  • Verizon made up 0.21% of Richardson Financial Services's portfolio in Q1 2026, its #116 holding.
  • Richardson Financial Services first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
  • 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.