Vest Financial’s Verizon VZ Stock Holding History

Vest 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 Q2	$16.8M	Buy	397,873 +115,677	+41%	+$5.43M	0.18%	144
2026 Q1	$14.2M	Buy	282,196 +27,541	+11%	+$1.28M	0.17%	142
2025 Q4	$10.4M	Buy	254,655 +83,088	+48%	+$3.37M	0.13%	142
2025 Q3	$7.54M	Buy	171,567 +22,341	+15%	+$967K	0.1%	147
2025 Q2	$6.46M	Buy	149,226 +36,634	+33%	+$1.59M	0.09%	146
2025 Q1	$5.11M	Buy	112,592 +42,645	+61%	+$1.78M	0.08%	148
2024 Q4	$2.8M	Sell	69,947 -4,852	-6%	-$205K	0.05%	127
2024 Q3	$3.36M	Buy	74,799 +9,331	+14%	+$389K	0.06%	121
2024 Q2	$2.7M	Buy	65,468 +3,215	+5%	+$130K	0.06%	115
2024 Q1	$2.61M	Buy	62,253 +35,228	+130%	+$1.42M	0.07%	115
2023 Q4	$1.02M	Buy	27,025 +9,971	+58%	+$353K	0.04%	113
2023 Q3	$553K	Buy	17,054 +9,128	+115%	+$308K	0.03%	115
2023 Q2	$295K	Buy	+7,926	New	+$293K	0.03%	113

Other funds holding VZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial's VZ Position: Q2 2026 in Review

Vest Financial increased its Verizon (VZ) stake by 41% in Q2 2026, buying an estimated $5.43M and bringing the position to 397,873 shares worth $16.8M. The position accounts for 0.18% of the portfolio, ranked #144.

Vest Financial first reported a position in VZ in Q2 2023 and has held it in 13 quarters since. 1,540 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Vest Financial held 397,873 shares of Verizon worth $16.8M as of Q2 2026.
Vest Financial bought 115,677 Verizon shares in Q2 2026, an estimated $5.43M.
Verizon made up 0.18% of Vest Financial's portfolio in Q2 2026, its #144 holding.
Vest Financial first reported a position in Verizon in Q2 2023 and has held it in 13 quarters since.
1,540 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.