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ROI Financial Advisors’s Verizon VZ Stock Holding History

ROI 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 		$765K Buy
15,243
+331
+2% +$15.3K 0.46% 40
2025
Q4 		$607K Buy
14,912
+1,859
+14% +$75.4K 0.35% 40
2025
Q3 		$574K Buy
13,053
+2,976
+30% +$129K 0.34% 44
2025
Q2 		$436K Buy
+10,077
New +$436K 0.28% 49

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

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

ROI Financial Advisors increased its Verizon (VZ) stake by 2.2% in Q1 2026, buying an estimated $15.3K and bringing the position to 15,243 shares worth $765K. The position accounts for 0.46% of the portfolio, ranked #40.

ROI Financial Advisors first reported a position in VZ in Q2 2025 and has held it in 4 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • ROI Financial Advisors held 15,243 shares of Verizon worth $765K as of Q1 2026.
  • ROI Financial Advisors bought 331 Verizon shares in Q1 2026, an estimated $15.3K.
  • Verizon made up 0.46% of ROI Financial Advisors's portfolio in Q1 2026, its #40 holding.
  • ROI Financial Advisors first reported a position in Verizon in Q2 2025 and has held it in 4 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.