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Symphony Financial’s Verizon VZ Stock Holding History

Symphony Financial’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 		$5.12M Buy
116,114
+2,130
+2% +$99.9K 0.56% 47
2026
Q1 		$5.68M Buy
113,984
+3,056
+3% +$142K 0.75% 40
2025
Q4 		$4.51M Sell
110,928
-4,808
-4% -$195K 0.61% 42
2025
Q3 		$5.06M Sell
115,736
-2,709
-2% -$117K 0.62% 44
2025
Q2 		$5.16M Buy
+118,445
New +$5.13M 0.68% 44
2025
Q1 		– Sell
-115,362
Closed -$4.5M – 223
2024
Q4 		$4.5M Sell
115,362
-6,367
-5% -$269K 0.71% 40
2024
Q3 		$5.46M Sell
121,729
-6,940
-5% -$290K 0.9% 33
2024
Q2 		$5.25M Sell
128,669
-56,145
-30% -$2.26M 0.96% 29
2024
Q1 		$7.75M Buy
184,814
+210
+0.1% +$8.47K 1.81% 16
2023
Q4 		$7.25M Buy
184,604
+110
+0.1% +$3.89K 1.56% 20
2023
Q3 		$5.86M Buy
184,494
+44,159
+31% +$1.49M 1.43% 19
2023
Q2 		$5.19M Buy
140,335
+17,831
+15% +$660K 1.27% 22
2023
Q1 		$4.74M Buy
122,504
+9,647
+9% +$380K 1.23% 22
2022
Q4 		$4.64M Buy
112,857
+60,574
+116% +$2.28M 1.23% 21
2022
Q3 		$2.02M Buy
52,283
+5,257
+11% +$234K 0.66% 39
2022
Q2 		$2.4M Buy
47,026
+29,123
+163% +$1.47M 0.71% 32
2022
Q1 		$943K Buy
17,903
+2,826
+19% +$150K 0.22% 87
2021
Q4 		$791K Sell
15,077
-1,067
-7% -$55.7K 0.22% 84
2021
Q3 		$878K Buy
16,144
+1,804
+13% +$99.8K 0.31% 60
2021
Q2 		$803K Sell
14,340
-2,572
-15% -$148K 0.27% 65
2021
Q1 		$1M Buy
16,912
+2,200
+15% +$124K 0.26% 63
2020
Q4 		$866K Sell
14,712
-28,743
-66% -$1.71M 0.31% 58
2020
Q3 		$2.58M Buy
43,455
+5,411
+14% +$314K 1.05% 22
2020
Q2 		$2.1M Buy
38,044
+5,402
+17% +$304K 1.01% 25
2020
Q1 		$1.79M Buy
+32,642
New +$1.87M 1.23% 19

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

Symphony Financial's VZ Position: Q2 2026 in Review

Symphony Financial increased its Verizon (VZ) stake by 1.9% in Q2 2026, buying an estimated $99.9K and bringing the position to 116,114 shares worth $5.12M. The position accounts for 0.56% of the portfolio, ranked #47.

Symphony Financial first reported a position in VZ in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.75M in Q1 2024. 3,140 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Symphony Financial held 116,114 shares of Verizon worth $5.12M as of Q2 2026.
  • Symphony Financial bought 2,130 Verizon shares in Q2 2026, an estimated $99.9K.
  • Verizon made up 0.56% of Symphony Financial's portfolio in Q2 2026, its #47 holding.
  • Symphony Financial first reported a position in Verizon in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's Verizon position peaked at $7.75M in Q1 2024.
  • 3,140 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.