Smith Anglin Financial’s Verizon VZ Stock Holding History

Smith Anglin Financial’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
2025 Q2	$523K	Sell	12,079 -622	-5%	-$26.9K	0.05%	124
2025 Q1	$576K	Buy	12,701 +499	+4%	+$20.8K	0.06%	108
2024 Q4	$488K	Sell	12,202 -490	-4%	-$20.7K	0.05%	121
2024 Q3	$570K	Buy	12,692 +129	+1%	+$5.38K	0.05%	108
2024 Q2	$518K	Buy	12,563 +105	+0.8%	+$4.23K	0.05%	103
2024 Q1	$523K	Sell	12,458 -1,798	-13%	-$72.5K	0.05%	108
2023 Q4	$537K	Sell	14,256 -31	-0.2%	-$1.1K	0.06%	100
2023 Q3	$463K	Buy	14,287 +3,860	+37%	+$130K	0.06%	99
2023 Q2	$388K	Buy	10,427 +2,699	+35%	+$99.9K	0.05%	113
2023 Q1	$301K	Buy	7,728 +352	+5%	+$13.9K	0.04%	123
2022 Q4	$291K	Sell	7,376 -573	-7%	-$21.6K	0.05%	109
2022 Q3	$302K	Buy	7,949 +1,525	+24%	+$67.9K	0.06%	105
2022 Q2	$326K	Sell	6,424 -493	-7%	-$24.9K	0.1%	89
2022 Q1	$352K	Buy	6,917 +361	+6%	+$19.1K	0.08%	89
2021 Q4	$341K	Sell	6,556 -332	-5%	-$17.3K	0.06%	113
2021 Q3	$372K	Buy	6,888 +122	+2%	+$6.75K	0.07%	94
2021 Q2	$379K	Sell	6,766 -148	-2%	-$8.49K	0.07%	96
2021 Q1	$402K	Buy	6,914 +71	+1%	+$4.01K	0.09%	83
2020 Q4	$402K	Buy	+6,843	New	+$406K	0.07%	83

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return