Trifecta Capital Advisors’s Verizon VZ Stock Holding History

Trifecta Capital 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	$424	Buy	+10	New	+$469	﹤0.01%	428
2025 Q4	–	Sell	-842	Closed	-$37K	–	440
2025 Q3	$37K	Buy	842 +300	+55%	+$13K	0.01%	181
2025 Q2	$23.5K	Buy	542 +515	+1,907%	+$22.3K	﹤0.01%	210
2025 Q1	$1.23K	Sell	27 -24	-47%	-$999	﹤0.01%	357
2024 Q4	$2.04K	Hold	51	–	–	﹤0.01%	301
2024 Q3	$2.29K	Hold	51	–	–	﹤0.01%	294
2024 Q2	$2.1K	Hold	51	–	–	﹤0.01%	305
2024 Q1	$2.14K	Hold	51	–	–	﹤0.01%	303
2023 Q4	$1.92K	Buy	+51	New	+$1.8K	﹤0.01%	335
2023 Q3	–	Sell	-192	Closed	-$7.14K	–	439
2023 Q2	$7.14K	Sell	192 -1,824	-90%	-$67.5K	﹤0.01%	213
2023 Q1	$78.4K	Buy	2,016 +1,500	+291%	+$59.2K	0.03%	121
2022 Q4	$20.3K	Buy	+516	New	+$19.4K	0.01%	173

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Trifecta Capital Advisors's VZ Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Verizon (VZ) in Q2 2026: 10 shares worth $424. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in VZ as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in VZ in Q4 2022 and has held it in 12 quarters since. The position peaked at $78.4K in Q1 2023. 3,154 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Trifecta Capital Advisors held 10 shares of Verizon worth $424 as of Q2 2026.
Verizon was a new Trifecta Capital Advisors position in Q2 2026.
Verizon made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #428 holding.
Trifecta Capital Advisors first reported a position in Verizon in Q4 2022 and has held it in 12 quarters since.
Trifecta Capital Advisors's Verizon position peaked at $78.4K in Q1 2023.
3,154 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.