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Sovereign Investment Advisors’s Verizon VZ Stock Holding History

Sovereign Investment 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
Q2 		$234K Hold
5,528
– – 0.04% 95
2026
Q1 		$278K Buy
+5,528
New +$256K 0.06% 81

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sovereign Investment Advisors's VZ Position: Q2 2026 in Review

Sovereign Investment Advisors held its Verizon (VZ) position steady in Q2 2026 at 5,528 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #95.

Sovereign Investment Advisors first reported a position in VZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $278K in Q1 2026. 3,125 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Sovereign Investment Advisors held 5,528 shares of Verizon worth $234K as of Q2 2026.
  • Sovereign Investment Advisors left its Verizon share count unchanged in Q2 2026.
  • Verizon made up 0.04% of Sovereign Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • Sovereign Investment Advisors first reported a position in Verizon in Q1 2026 and has held it in 2 quarters since.
  • Sovereign Investment Advisors's Verizon position peaked at $278K in Q1 2026.
  • 3,125 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.