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Wellspring Financial Advisors’s Verizon VZ Stock Holding History

Wellspring Financial Advisors’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 		$228K Sell
5,376
-10
-0.2% -$469 0.02% 249
2026
Q1 		$270K Sell
5,386
-3,193
-37% -$148K 0.02% 229
2025
Q4 		$349K Buy
+8,579
New +$348K 0.03% 181

Other funds holding VZ

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wellspring Financial Advisors's VZ Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Verizon (VZ) stake by 0.19% in Q2 2026, selling an estimated $469 and leaving 5,376 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #249.

Wellspring Financial Advisors first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $349K in Q4 2025. 1,051 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Wellspring Financial Advisors held 5,376 shares of Verizon worth $228K as of Q2 2026.
  • Wellspring Financial Advisors sold 10 Verizon shares in Q2 2026, an estimated $469.
  • Verizon made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #249 holding.
  • Wellspring Financial Advisors first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Verizon position peaked at $349K in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.