VFG
VZ icon

Valley Financial Group’s Verizon VZ Stock Holding History

Valley 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
Q1 		$2.35M Sell
46,835
-98
-0.2% -$4.54K 1.27% 13
2025
Q4 		$1.91M Sell
46,933
-3,303
-7% -$134K 1.07% 15
2025
Q3 		$2.21M Buy
50,236
+807
+2% +$34.9K 1.25% 15
2025
Q2 		$2.14M Sell
49,429
-454
-0.9% -$19.7K 1.3% 15
2025
Q1 		$2.26M Buy
49,883
+1,132
+2% +$47.1K 1.5% 15
2024
Q4 		$1.95M Buy
48,751
+6,599
+16% +$278K 1.36% 16
2024
Q3 		$1.89M Sell
42,152
-779
-2% -$32.5K 1.32% 16
2024
Q2 		$1.77M Sell
42,931
-22
-0.1% -$887 1.3% 16
2024
Q1 		$1.8M Sell
42,953
-890
-2% -$35.9K 1.37% 16
2023
Q4 		$1.65M Buy
+43,843
New +$1.55M 1.29% 18

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

Valley Financial Group's VZ Position: Q1 2026 in Review

Valley Financial Group reduced its Verizon (VZ) stake by 0.21% in Q1 2026, selling an estimated $4.54K and leaving 46,835 shares worth $2.35M. The position accounts for 1.27% of the portfolio, ranked #13.

Valley Financial Group first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Valley Financial Group held 46,835 shares of Verizon worth $2.35M as of Q1 2026.
  • Valley Financial Group sold 98 Verizon shares in Q1 2026, an estimated $4.54K.
  • Verizon made up 1.27% of Valley Financial Group's portfolio in Q1 2026, its #13 holding.
  • Valley Financial Group first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Valley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.