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Souders Financial Advisors’s Verizon VZ Stock Holding History

Souders Financial 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
Q1 		$668K Sell
13,309
-1,851
-12% -$85.8K 0.08% 121
2025
Q4 		$617K Sell
15,160
-5,923
-28% -$240K 0.07% 121
2025
Q3 		$927K Sell
21,083
-38
-0.2% -$1.65K 0.11% 92
2025
Q2 		$914K Sell
21,121
-607
-3% -$26.3K 0.12% 94
2025
Q1 		$986K Sell
21,728
-2,145
-9% -$89.3K 0.14% 92
2024
Q4 		$955K Sell
23,873
-493
-2% -$20.8K 0.13% 103
2024
Q3 		$1.09M Buy
24,366
+93
+0.4% +$3.88K 0.15% 97
2024
Q2 		$1M Buy
24,273
+4,832
+25% +$195K 0.15% 97
2024
Q1 		$816K Sell
19,441
-502
-3% -$20.2K 0.13% 106
2023
Q4 		$752K Sell
19,943
-2,391
-11% -$84.6K 0.13% 102
2023
Q3 		$724K Buy
22,334
+2,882
+15% +$97.4K 0.14% 100
2023
Q2 		$723K Sell
19,452
-207
-1% -$7.66K 0.14% 100
2023
Q1 		$765K Buy
19,659
+4,750
+32% +$187K 0.16% 94
2022
Q4 		$587K Buy
14,909
+842
+6% +$31.7K 0.13% 100
2022
Q3 		$534K Sell
14,067
-82
-0.6% -$3.65K 0.15% 104
2022
Q2 		$718K Buy
14,149
+353
+3% +$17.9K 0.21% 85
2022
Q1 		$703K Sell
13,796
-395
-3% -$20.9K 0.2% 97
2021
Q4 		$737K Sell
14,191
-52,382
-79% -$2.73M 0.21% 88
2021
Q3 		$3.6M Buy
66,573
+3,274
+5% +$181K 1.16% 22
2021
Q2 		$3.55M Buy
63,299
+5,092
+9% +$292K 1.2% 23
2021
Q1 		$3.38M Buy
58,207
+4,586
+9% +$259K 1.33% 20
2020
Q4 		$3.15M Buy
53,621
+1,096
+2% +$65.1K 1.37% 19
2020
Q3 		$3.21M Buy
52,525
+2,920
+6% +$170K 1.52% 16
2020
Q2 		$2.73M Buy
49,605
+23,882
+93% +$1.34M 1.56% 17
2020
Q1 		$1.38M Buy
+25,723
New +$1.47M 1.22% 18

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Souders Financial Advisors's VZ Position: Q1 2026 in Review

Souders Financial Advisors reduced its Verizon (VZ) stake by 12% in Q1 2026, selling an estimated $85.8K and leaving 13,309 shares worth $668K. The position accounts for 0.08% of the portfolio, ranked #121.

Souders Financial Advisors first reported a position in VZ in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.6M in Q3 2021. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Souders Financial Advisors held 13,309 shares of Verizon worth $668K as of Q1 2026.
  • Souders Financial Advisors sold 1,851 Verizon shares in Q1 2026, an estimated $85.8K.
  • Verizon made up 0.08% of Souders Financial Advisors's portfolio in Q1 2026, its #121 holding.
  • Souders Financial Advisors first reported a position in Verizon in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Verizon position peaked at $3.6M in Q3 2021.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.