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West Financial Advisors’s Verizon VZ Stock Holding History

West 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 		$10.7K Hold
252
– – ﹤0.01% 138
2026
Q1 		$12.7K Hold
252
– – ﹤0.01% 133
2025
Q4 		$10.3K Hold
252
– – ﹤0.01% 140
2025
Q3 		$11.1K Hold
252
– – ﹤0.01% 137
2025
Q2 		$10.9K Hold
252
– – ﹤0.01% 150
2025
Q1 		$11.4K Sell
252
-90
-26% -$3.75K ﹤0.01% 148
2024
Q4 		$13.7K Buy
342
+38
+13% +$1.6K ﹤0.01% 140
2024
Q3 		$13.6K Buy
304
+1
+0.3% +$42 ﹤0.01% 142
2024
Q2 		$12.5K Buy
303
+1
+0.3% +$40 ﹤0.01% 117
2024
Q1 		$12.7K Buy
302
+50
+20% +$2.02K ﹤0.01% 117
2023
Q4 		$9.5K Sell
252
-628
-71% -$22.2K ﹤0.01% 124
2023
Q3 		$28.5K Buy
880
+85
+11% +$2.87K 0.01% 95
2023
Q2 		$29.6K Buy
795
+43
+6% +$1.59K 0.01% 94
2023
Q1 		$29.2K Hold
752
– – 0.01% 93
2022
Q4 		$29.6K Hold
752
– – 0.01% 91
2022
Q3 		$29K Hold
752
– – 0.01% 114
2022
Q2 		$38K Hold
752
– – 0.01% 106
2022
Q1 		$38K Sell
752
-1
-0.1% -$53 0.01% 110
2021
Q4 		$39K Hold
753
– – 0.01% 117
2021
Q3 		$41K Buy
753
+500
+198% +$27.7K 0.01% 105
2021
Q2 		$14K Sell
253
-500
-66% -$28.7K ﹤0.01% 117
2021
Q1 		$44K Sell
753
-93
-11% -$5.25K 0.01% 90
2020
Q4 		$50K Buy
+846
New +$50.2K 0.02% 88

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

West Financial Advisors held its Verizon (VZ) position steady in Q2 2026 at 252 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

West Financial Advisors first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $50K in Q4 2020. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • West Financial Advisors held 252 shares of Verizon worth $10.7K as of Q2 2026.
  • West Financial Advisors left its Verizon share count unchanged in Q2 2026.
  • Verizon made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #138 holding.
  • West Financial Advisors first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Verizon position peaked at $50K in Q4 2020.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.