Trifecta Capital Advisors
VZ icon

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
Q3 		– Sell
-10
Closed -$424 – 486
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 		$1.22K 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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Trifecta Capital Advisors's VZ Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Verizon (VZ) in Q3 2026, closing a stake of 10 shares — an estimated $424 sold.

Trifecta Capital Advisors first reported a position in VZ in Q4 2022 and held it in 12 quarters. The position peaked at $78.4K in Q1 2023. 2,819 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Trifecta Capital Advisors reported no remaining Verizon position as of Q3 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 10 Verizon shares in Q3 2026, an estimated $424.
  • Trifecta Capital Advisors first reported a position in Verizon in Q4 2022 and held it in 12 quarters.
  • Trifecta Capital Advisors's Verizon position peaked at $78.4K in Q1 2023.
  • 2,819 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.