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Southern Financial Group’s Verizon VZ Stock Holding History

Southern Financial Group’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 		$826K Buy
19,509
+188
+1% +$8.82K 0.21% 22
2026
Q1 		$970K Buy
19,321
+405
+2% +$18.8K 0.27% 16
2025
Q4 		$770K Buy
+18,916
New +$767K 0.22% 17

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Southern Financial Group's VZ Position: Q2 2026 in Review

Southern Financial Group increased its Verizon (VZ) stake by 0.97% in Q2 2026, buying an estimated $8.82K and bringing the position to 19,509 shares worth $826K. The position accounts for 0.21% of the portfolio, ranked #22.

Southern Financial Group first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $970K in Q1 2026. 1,825 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Southern Financial Group held 19,509 shares of Verizon worth $826K as of Q2 2026.
  • Southern Financial Group bought 188 Verizon shares in Q2 2026, an estimated $8.82K.
  • Verizon made up 0.21% of Southern Financial Group's portfolio in Q2 2026, its #22 holding.
  • Southern Financial Group first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Verizon position peaked at $970K in Q1 2026.
  • 1,825 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.