Union Savings Bank’s Verizon VZ Stock Holding History

Union Savings Bank’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	$240K	Hold	5,665	–	–	0.1%	116
2026 Q1	$284K	Sell	5,665 -47	-0.8%	-$2.18K	0.12%	108
2025 Q4	$233K	Buy	+5,712	New	+$232K	0.1%	119
2025 Q2	$190K	Buy	4,443 +1,383	+45%	+$59.9K	0.09%	131
2025 Q1	$139K	Buy	3,060 +97	+3%	+$4.04K	0.07%	145
2024 Q4	$118K	Sell	2,963 -890	-23%	-$37.5K	0.06%	161
2024 Q3	$173K	Sell	3,853 -205	-5%	-$8.56K	0.08%	138
2024 Q2	$167K	Sell	4,058 -257	-6%	-$10.4K	0.09%	136
2024 Q1	$181K	Buy	4,315 +216	+5%	+$8.71K	0.09%	129
2023 Q4	$155K	Buy	4,099 +817	+25%	+$28.9K	0.09%	142
2023 Q3	$106K	Hold	3,282	–	–	0.07%	165
2023 Q2	$112K	Buy	+3,282	New	+$121K	0.07%	163

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Union Savings Bank's VZ Position: Q2 2026 in Review

Union Savings Bank held its Verizon (VZ) position steady in Q2 2026 at 5,665 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #116.

Union Savings Bank first reported a position in VZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $284K in Q1 2026. 1,737 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Union Savings Bank held 5,665 shares of Verizon worth $240K as of Q2 2026.
Union Savings Bank left its Verizon share count unchanged in Q2 2026.
Verizon made up 0.1% of Union Savings Bank's portfolio in Q2 2026, its #116 holding.
Union Savings Bank first reported a position in Verizon in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Verizon position peaked at $284K in Q1 2026.
1,737 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.