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Sovereign Financial Group’s Verizon VZ Stock Holding History

Sovereign 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 		$590K Buy
13,941
+814
+6% +$38.2K 0.09% 203
2026
Q1 		$659K Buy
13,127
+1,128
+9% +$52.3K 0.11% 165
2025
Q4 		$489K Buy
11,999
+1,056
+10% +$42.8K 0.08% 199
2025
Q3 		$481K Sell
10,943
-326
-3% -$14.1K 0.09% 197
2025
Q2 		$488K Buy
11,269
+187
+2% +$8.1K 0.1% 178
2025
Q1 		$503K Sell
11,082
-574
-5% -$23.9K 0.12% 158
2024
Q4 		$466K Buy
11,656
+492
+4% +$20.8K 0.11% 173
2024
Q3 		$501K Sell
11,164
-555
-5% -$23.2K 0.12% 164
2024
Q2 		$483K Buy
11,719
+91
+0.8% +$3.67K 0.12% 157
2024
Q1 		$488K Buy
11,628
+3,515
+43% +$142K 0.13% 155
2023
Q4 		$306K Sell
8,113
-6,514
-45% -$230K 0.09% 187
2023
Q3 		$474K Sell
14,627
-1,383
-9% -$46.7K 0.17% 127
2023
Q2 		$595K Buy
16,010
+744
+5% +$27.5K 0.19% 122
2023
Q1 		$594K Buy
15,266
+196
+1% +$7.73K 0.22% 109
2022
Q4 		$594K Buy
15,070
+3,957
+36% +$149K 0.23% 110
2022
Q3 		$422K Sell
11,113
-45
-0.4% -$2K 0.17% 117
2022
Q2 		$566K Buy
11,158
+17
+0.2% +$860 0.22% 100
2022
Q1 		$568K Buy
11,141
+2,427
+28% +$129K 0.21% 106
2021
Q4 		$453K Buy
8,714
+3,725
+75% +$194K 0.18% 118
2021
Q3 		$269K Sell
4,989
-670
-12% -$37.1K 0.15% 133
2021
Q2 		$329K Hold
5,659
– – 0.2% 106
2021
Q1 		$329K Buy
+5,659
New +$319K 0.21% 105

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Sovereign Financial Group increased its Verizon (VZ) stake by 6.2% in Q2 2026, buying an estimated $38.2K and bringing the position to 13,941 shares worth $590K. The position accounts for 0.09% of the portfolio, ranked #203.

Sovereign Financial Group first reported a position in VZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $659K in Q1 2026. 1,726 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Sovereign Financial Group held 13,941 shares of Verizon worth $590K as of Q2 2026.
  • Sovereign Financial Group bought 814 Verizon shares in Q2 2026, an estimated $38.2K.
  • Verizon made up 0.09% of Sovereign Financial Group's portfolio in Q2 2026, its #203 holding.
  • Sovereign Financial Group first reported a position in Verizon in Q1 2021 and has held it in 22 quarters since.
  • Sovereign Financial Group's Verizon position peaked at $659K in Q1 2026.
  • 1,726 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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