Values Added Financial
VZ icon

Values Added Financial’s Verizon VZ Stock Holding History

Values Added Financial’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 		$221K Sell
4,812
-63
-1% -$2.96K 0.08% 133
2026
Q2 		$206K Buy
+4,875
New +$229K 0.07% 144

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Values Added Financial's VZ Position: Q3 2026 in Review

Values Added Financial reduced its Verizon (VZ) stake by 1.3% in Q3 2026, selling an estimated $2.96K and leaving 4,812 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #133.

Values Added Financial first reported a position in VZ in Q2 2026 and has held it in 2 quarters since. 1,433 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Values Added Financial held 4,812 shares of Verizon worth $221K as of Q3 2026.
  • Values Added Financial sold 63 Verizon shares in Q3 2026, an estimated $2.96K.
  • Verizon made up 0.08% of Values Added Financial's portfolio in Q3 2026, its #133 holding.
  • Values Added Financial first reported a position in Verizon in Q2 2026 and has held it in 2 quarters since.
  • 1,433 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.