Root Financial Partners
VZ icon

Root Financial Partners’s Verizon VZ Stock Holding History

Root Financial Partners’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 		$725K Buy
15,812
+5,595
+55% +$263K 0.02% 174
2026
Q2 		$433K Buy
10,217
+381
+4% +$17.9K 0.02% 219
2026
Q1 		$494K Buy
9,836
+1,543
+19% +$71.5K 0.02% 163
2025
Q4 		$338K Sell
8,293
-3,512
-30% -$142K 0.02% 213
2025
Q3 		$519K Sell
11,805
-1,789
-13% -$77.4K 0.03% 139
2025
Q2 		$588K Buy
13,594
+4,748
+54% +$206K 0.06% 109
2025
Q1 		$401K Buy
8,846
+1,072
+14% +$44.6K 0.04% 131
2024
Q4 		$311K Buy
+7,774
New +$328K 0.04% 152

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Root Financial Partners's VZ Position: Q3 2026 in Review

Root Financial Partners increased its Verizon (VZ) stake by 55% in Q3 2026, buying an estimated $263K and bringing the position to 15,812 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #174.

Root Financial Partners first reported a position in VZ in Q4 2024 and has held it in 8 quarters since. 1,408 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Root Financial Partners held 15,812 shares of Verizon worth $725K as of Q3 2026.
  • Root Financial Partners bought 5,595 Verizon shares in Q3 2026, an estimated $263K.
  • Verizon made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #174 holding.
  • Root Financial Partners first reported a position in Verizon in Q4 2024 and has held it in 8 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.