Second Half Financial Partners’s Verizon VZ Stock Holding History

Second Half 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 Q2	$260K	Buy	6,139 +1,130	+23%	+$53K	0.11%	87
2026 Q1	$251K	Hold	5,009	–	–	0.11%	82
2025 Q4	$204K	Sell	5,009 -170	-3%	-$6.89K	0.09%	99
2025 Q3	$228K	Buy	5,179 +500	+11%	+$21.6K	0.1%	88
2025 Q2	$202K	Sell	4,679 -10	-0.2%	-$433	0.1%	85
2025 Q1	$213K	Sell	4,689 -348	-7%	-$14.5K	0.11%	79
2024 Q4	$201K	Sell	5,037 -50	-1%	-$2.11K	0.1%	93
2024 Q3	$228K	Buy	5,087 +16	+0.3%	+$668	0.12%	86
2024 Q2	$209K	Buy	+5,071	New	+$204K	0.17%	37
2023 Q3	–	Sell	-72,295	Closed	-$2.69M	–	143
2023 Q2	$2.69M	Buy	+72,295	New	+$2.68M	0.61%	54
2022 Q3	–	Sell	-62,530	Closed	-$3.64M	–	66
2022 Q2	$3.64M	Hold	62,530	–	–	2.8%	19
2022 Q1	$3.64M	Buy	+62,530	New	+$3.31M	2.8%	19

Other funds holding VZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Second Half Financial Partners's VZ Position: Q2 2026 in Review

Second Half Financial Partners increased its Verizon (VZ) stake by 23% in Q2 2026, buying an estimated $53K and bringing the position to 6,139 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #87.

Second Half Financial Partners first reported a position in VZ in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.64M in Q2 2022. 568 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Second Half Financial Partners held 6,139 shares of Verizon worth $260K as of Q2 2026.
Second Half Financial Partners bought 1,130 Verizon shares in Q2 2026, an estimated $53K.
Verizon made up 0.11% of Second Half Financial Partners's portfolio in Q2 2026, its #87 holding.
Second Half Financial Partners first reported a position in Verizon in Q1 2022 and has held it in 12 quarters since.
Second Half Financial Partners's Verizon position peaked at $3.64M in Q2 2022.
568 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.