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Rollins Financial Advisors’s Verizon VZ Stock Holding History

Rollins 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
Q2 		$420K Sell
9,918
-1,111
-10% -$52.1K 0.06% 122
2026
Q1 		$554K Sell
11,029
-1,253
-10% -$58.1K 0.09% 97
2025
Q4 		$500K Sell
12,282
-2,292
-16% -$93K 0.07% 95
2025
Q3 		$641K Buy
14,574
+371
+3% +$16.1K 0.1% 75
2025
Q2 		$615K Sell
14,203
-592
-4% -$25.6K 0.1% 74
2025
Q1 		$671K Buy
14,795
+6,344
+75% +$264K 0.12% 68
2024
Q4 		$338K Buy
+8,451
New +$357K 0.05% 100

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rollins Financial Advisors's VZ Position: Q2 2026 in Review

Rollins Financial Advisors reduced its Verizon (VZ) stake by 10% in Q2 2026, selling an estimated $52.1K and leaving 9,918 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #122.

Rollins Financial Advisors first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $671K in Q1 2025. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Rollins Financial Advisors held 9,918 shares of Verizon worth $420K as of Q2 2026.
  • Rollins Financial Advisors sold 1,111 Verizon shares in Q2 2026, an estimated $52.1K.
  • Verizon made up 0.06% of Rollins Financial Advisors's portfolio in Q2 2026, its #122 holding.
  • Rollins Financial Advisors first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Rollins Financial Advisors's Verizon position peaked at $671K in Q1 2025.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.