Security National Bank’s Verizon VZ Stock Holding History

Security National Bank’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	$133K	Hold	3,137	–	–	0.02%	176
2026 Q1	$157K	Hold	3,137	–	–	0.02%	156
2025 Q4	$128K	Sell	3,137 -382	-11%	-$15.5K	0.02%	167
2025 Q3	$155K	Hold	3,519	–	–	0.02%	156
2025 Q2	$152K	Buy	3,519 +101	+3%	+$4.37K	0.03%	138
2025 Q1	$155K	Hold	3,418	–	–	0.03%	134
2024 Q4	$137K	Buy	3,418 +840	+33%	+$35.4K	0.02%	139
2024 Q3	$116K	Hold	2,578	–	–	0.02%	142
2024 Q2	$106K	Hold	2,578	–	–	0.02%	143
2024 Q1	$108K	Buy	2,578 +182	+8%	+$7.34K	0.02%	140
2023 Q4	$90.3K	Buy	+2,396	New	+$84.8K	0.02%	154
2022 Q1	–	Sell	-7,763	Closed	-$403K	–	117
2021 Q4	$403K	Sell	7,763 -480	-6%	-$25K	0.09%	75
2021 Q3	$445K	Buy	8,243 +2,688	+48%	+$149K	0.11%	70
2021 Q2	$311K	Buy	5,555 +527	+10%	+$30.2K	0.08%	79
2021 Q1	$292K	Buy	+5,028	New	+$284K	0.09%	79
2017 Q3	–	Sell	-6,692	Closed	-$299K	–	68
2017 Q2	$299K	Hold	6,692	–	–	0.22%	56
2017 Q1	$327K	Buy	+6,692	New	+$336K	0.25%	54

Other funds holding VZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Security National Bank's VZ Position: Q2 2026 in Review

Security National Bank held its Verizon (VZ) position steady in Q2 2026 at 3,137 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #176.

Security National Bank first reported a position in VZ in Q1 2017 and has held it in 17 quarters since. The position peaked at $445K in Q3 2021. 768 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Security National Bank held 3,137 shares of Verizon worth $133K as of Q2 2026.
Security National Bank left its Verizon share count unchanged in Q2 2026.
Verizon made up 0.02% of Security National Bank's portfolio in Q2 2026, its #176 holding.
Security National Bank first reported a position in Verizon in Q1 2017 and has held it in 17 quarters since.
Security National Bank's Verizon position peaked at $445K in Q3 2021.
768 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.