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Strategic Financial Concepts’s Verizon VZ Stock Holding History

Strategic Financial Concepts’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 		– Sell
-7,372
Closed -$300K – 310
2025
Q4 		$300K Buy
7,372
+666
+10% +$27K 0.27% 87
2025
Q3 		$295K Sell
6,706
-2,177
-25% -$94.2K 0.04% 196
2025
Q2 		$384K Sell
8,883
-4,969
-36% -$215K 0.05% 170
2025
Q1 		$628K Buy
13,852
+1,330
+11% +$55.4K 0.12% 169
2024
Q4 		$501K Buy
+12,522
New +$528K 0.1% 179
2024
Q3 		– Sell
-155,311
Closed -$518K – 735
2024
Q2 		$518K Buy
155,311
+139,249
+867% +$5.61M 0.3% 74
2024
Q1 		$674K Sell
16,062
-1,795
-10% -$72.4K 0.16% 140
2023
Q4 		$673K Buy
17,857
+12
+0.1% +$425 0.4% 66
2023
Q3 		$578K Buy
17,845
+5,845
+49% +$197K 0.2% 125
2023
Q2 		$446K Buy
12,000
+819
+7% +$30.3K 0.16% 132
2023
Q1 		$435K Buy
+11,181
New +$441K 0.18% 125

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strategic Financial Concepts's VZ Position: Q1 2026 in Review

Strategic Financial Concepts sold out of Verizon (VZ) in Q1 2026, closing a stake of 7,372 shares — an estimated $300K sold.

Strategic Financial Concepts first reported a position in VZ in Q1 2023 and held it in 11 quarters. The position peaked at $674K in Q1 2024. 3,274 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Strategic Financial Concepts reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 7,372 Verizon shares in Q1 2026, an estimated $300K.
  • Strategic Financial Concepts first reported a position in Verizon in Q1 2023 and held it in 11 quarters.
  • Strategic Financial Concepts's Verizon position peaked at $674K in Q1 2024.
  • 3,274 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.