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
Q2 		$1.98M Sell
46,701
-134
-0.3% -$6.29K 0.98% 15
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valley Financial Group's VZ Position: Q2 2026 in Review

Valley Financial Group reduced its Verizon (VZ) stake by 0.29% in Q2 2026, selling an estimated $6.29K and leaving 46,701 shares worth $1.98M. The position accounts for 0.98% of the portfolio, ranked #15.

Valley Financial Group first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q1 2026. 3,153 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Valley Financial Group held 46,701 shares of Verizon worth $1.98M as of Q2 2026.
  • Valley Financial Group sold 134 Verizon shares in Q2 2026, an estimated $6.29K.
  • Verizon made up 0.98% of Valley Financial Group's portfolio in Q2 2026, its #15 holding.
  • Valley Financial Group first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • Valley Financial Group's Verizon position peaked at $2.35M in Q1 2026.
  • 3,153 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.