Tilson Financial Group
VZ icon

Tilson Financial Group’s Verizon VZ Stock Holding History

Tilson 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
Q3 		$493K Sell
10,739
-36
-0.3% -$1.69K 0.14% 62
2026
Q2 		$456K Buy
10,775
+537
+5% +$25.2K 0.13% 60
2026
Q1 		$514K Buy
10,238
+46
+0.5% +$2.13K 0.15% 55
2025
Q4 		$415K Sell
10,192
-312
-3% -$12.7K 0.13% 60
2025
Q3 		$462K Buy
10,504
+1,088
+12% +$47.1K 0.15% 54
2025
Q2 		$407K Sell
9,416
-558
-6% -$24.2K 0.15% 52
2025
Q1 		$452K Sell
9,974
-474
-5% -$19.7K 0.18% 55
2024
Q4 		$418K Sell
10,448
-1,728
-14% -$72.9K 0.17% 56
2024
Q3 		$547K Buy
12,176
+5,269
+76% +$220K 0.24% 51
2024
Q2 		$285K Buy
6,907
+802
+13% +$32.3K 0.29% 31
2024
Q1 		$256K Buy
6,105
+65
+1% +$2.62K 0.14% 63
2023
Q4 		$228K Buy
+6,040
New +$214K 0.15% 60
2023
Q3 		– Sell
-5,819
Closed -$216K – 61
2023
Q2 		$216K Buy
5,819
+32
+0.6% +$1.18K 0.37% 27
2023
Q1 		$225K Buy
5,787
+83
+1% +$3.27K 0.18% 56
2022
Q4 		$225K Buy
+5,704
New +$215K 0.19% 56

Other funds holding VZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Tilson Financial Group's VZ Position: Q3 2026 in Review

Tilson Financial Group reduced its Verizon (VZ) stake by 0.33% in Q3 2026, selling an estimated $1.69K and leaving 10,739 shares worth $493K. The position accounts for 0.14% of the portfolio, ranked #62.

Tilson Financial Group first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $547K in Q3 2024. 2,070 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Tilson Financial Group held 10,739 shares of Verizon worth $493K as of Q3 2026.
  • Tilson Financial Group sold 36 Verizon shares in Q3 2026, an estimated $1.69K.
  • Verizon made up 0.14% of Tilson Financial Group's portfolio in Q3 2026, its #62 holding.
  • Tilson Financial Group first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
  • Tilson Financial Group's Verizon position peaked at $547K in Q3 2024.
  • 2,070 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Tilson Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.