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Secured Retirement Advisors’s Verizon VZ Stock Holding History

Secured Retirement 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 		$525K Buy
12,408
+1,713
+16% +$80.4K 0.27% 110
2026
Q1 		$537K Buy
10,695
+582
+6% +$27K 0.3% 102
2025
Q4 		$412K Buy
10,113
+832
+9% +$33.7K 0.23% 101
2025
Q3 		$408K Buy
9,281
+2,595
+39% +$112K 0.23% 101
2025
Q2 		$289K Buy
6,686
+866
+15% +$37.5K 0.17% 99
2025
Q1 		$264K Buy
+5,820
New +$242K 0.17% 107

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Secured Retirement Advisors's VZ Position: Q2 2026 in Review

Secured Retirement Advisors increased its Verizon (VZ) stake by 16% in Q2 2026, buying an estimated $80.4K and bringing the position to 12,408 shares worth $525K. The position accounts for 0.27% of the portfolio, ranked #110.

Secured Retirement Advisors first reported a position in VZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $537K in Q1 2026. 1,737 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Secured Retirement Advisors held 12,408 shares of Verizon worth $525K as of Q2 2026.
  • Secured Retirement Advisors bought 1,713 Verizon shares in Q2 2026, an estimated $80.4K.
  • Verizon made up 0.27% of Secured Retirement Advisors's portfolio in Q2 2026, its #110 holding.
  • Secured Retirement Advisors first reported a position in Verizon in Q1 2025 and has held it in 6 quarters since.
  • Secured Retirement Advisors's Verizon position peaked at $537K in Q1 2026.
  • 1,737 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.