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TCFG Wealth Management’s Verizon VZ Stock Holding History

TCFG Wealth Management’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 		$553K Sell
11,014
-5,438
-33% -$252K 0.21% 118
2025
Q4 		$670K Sell
16,452
-162
-1% -$6.57K 0.26% 100
2025
Q3 		$730K Sell
16,614
-25,060
-60% -$1.08M 0.29% 91
2025
Q2 		$1.8M Sell
41,674
-20,566
-33% -$891K 0.82% 23
2025
Q1 		$2.82M Buy
62,240
+54,837
+741% +$2.28M 1.42% 13
2024
Q4 		$296K Buy
7,403
+158
+2% +$6.67K 0.15% 167
2024
Q3 		$325K Buy
+7,245
New +$302K 0.16% 144

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCFG Wealth Management's VZ Position: Q1 2026 in Review

TCFG Wealth Management reduced its Verizon (VZ) stake by 33% in Q1 2026, selling an estimated $252K and leaving 11,014 shares worth $553K. The position accounts for 0.21% of the portfolio, ranked #118.

TCFG Wealth Management first reported a position in VZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.82M in Q1 2025. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • TCFG Wealth Management held 11,014 shares of Verizon worth $553K as of Q1 2026.
  • TCFG Wealth Management sold 5,438 Verizon shares in Q1 2026, an estimated $252K.
  • Verizon made up 0.21% of TCFG Wealth Management's portfolio in Q1 2026, its #118 holding.
  • TCFG Wealth Management first reported a position in Verizon in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Verizon position peaked at $2.82M in Q1 2025.
  • 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.