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SFG Wealth Management’s Verizon VZ Stock Holding History

SFG Wealth Management’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
Q1 		– Sell
-11,034
Closed -$449K – 138
2025
Q4 		$449K Buy
11,034
+1,000
+10% +$40.6K 0.18% 85
2025
Q3 		$441K Buy
10,034
+96
+1% +$4.16K 0.19% 84
2025
Q2 		$430K Hold
9,938
– – 0.26% 51
2025
Q1 		$451K Buy
9,938
+65
+0.7% +$2.71K 0.22% 79
2024
Q4 		$395K Sell
9,873
-297
-3% -$12.5K 0.21% 66
2024
Q3 		$457K Buy
10,170
+352
+4% +$14.7K 0.24% 58
2024
Q2 		$405K Buy
9,818
+2
+0% +$81 0.23% 62
2024
Q1 		$412K Buy
9,816
+2,117
+27% +$85.4K 0.24% 59
2023
Q4 		$290K Buy
7,699
+3
+0% +$106 0.19% 75
2023
Q3 		$249K Buy
7,696
+7
+0.1% +$237 0.2% 77
2023
Q2 		$286K Buy
7,689
+1,057
+16% +$39.1K 0.24% 73
2023
Q1 		$258K Buy
+6,632
New +$262K 0.29% 63
2022
Q3 		– Sell
-4,285
Closed -$217K – 92
2022
Q2 		$217K Buy
+4,285
New +$217K 0.25% 72

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFG Wealth Management's VZ Position: Q1 2026 in Review

SFG Wealth Management sold out of Verizon (VZ) in Q1 2026, closing a stake of 11,034 shares — an estimated $449K sold.

SFG Wealth Management first reported a position in VZ in Q2 2022 and held it in 13 quarters. The position peaked at $457K in Q3 2024. 3,274 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • SFG Wealth Management reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 11,034 Verizon shares in Q1 2026, an estimated $449K.
  • SFG Wealth Management first reported a position in Verizon in Q2 2022 and held it in 13 quarters.
  • SFG Wealth Management's Verizon position peaked at $457K in Q3 2024.
  • 3,274 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.