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Western Financial Corp’s Verizon VZ Stock Holding History

Western Financial Corp’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 		$307K Buy
7,252
+78
+1% +$3.66K 0.09% 107
2026
Q1 		$360K Sell
7,174
-11,348
-61% -$526K 0.14% 103
2025
Q4 		$754K Hold
18,522
– – 0.3% 72
2025
Q3 		$814K Buy
18,522
+258
+1% +$11.2K 0.35% 70
2025
Q2 		$790K Buy
18,264
+251
+1% +$10.9K 0.42% 67
2025
Q1 		$817K Buy
18,013
+269
+2% +$11.2K 0.47% 66
2024
Q4 		$710K Buy
17,744
+253
+1% +$10.7K 0.39% 72
2024
Q3 		$786K Buy
17,491
+250
+1% +$10.4K 0.45% 68
2024
Q2 		$711K Buy
17,241
+443
+3% +$17.9K 0.43% 68
2024
Q1 		$705K Buy
16,798
+234
+1% +$9.44K 0.43% 71
2023
Q4 		$624K Buy
16,564
+271
+2% +$9.59K 0.42% 77
2023
Q3 		$528K Buy
16,293
+278
+2% +$9.39K 0.39% 84
2023
Q2 		$596K Buy
16,015
+236
+1% +$8.73K 0.41% 78
2023
Q1 		$614K Buy
15,779
+465
+3% +$18.3K 0.44% 73
2022
Q4 		$603K Buy
15,314
+235
+2% +$8.85K 0.39% 67
2022
Q3 		$573K Buy
15,079
+186
+1% +$8.28K 0.4% 66
2022
Q2 		$756K Buy
14,893
+182
+1% +$9.21K 0.54% 37
2022
Q1 		$749K Buy
14,711
+15
+0.1% +$795 0.43% 49
2021
Q4 		$764K Buy
14,696
+157
+1% +$8.19K 0.4% 53
2021
Q3 		$785K Buy
14,539
+144
+1% +$7.97K 0.47% 42
2021
Q2 		$807K Sell
14,395
-9
-0.1% -$517 0.44% 39
2021
Q1 		$838K Buy
14,404
+15
+0.1% +$846 0.51% 35
2020
Q4 		$845K Buy
+14,389
New +$855K 0.56% 26

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Western Financial Corp's VZ Position: Q2 2026 in Review

Western Financial Corp increased its Verizon (VZ) stake by 1.1% in Q2 2026, buying an estimated $3.66K and bringing the position to 7,252 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #107.

Western Financial Corp first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $845K in Q4 2020. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Western Financial Corp held 7,252 shares of Verizon worth $307K as of Q2 2026.
  • Western Financial Corp bought 78 Verizon shares in Q2 2026, an estimated $3.66K.
  • Verizon made up 0.09% of Western Financial Corp's portfolio in Q2 2026, its #107 holding.
  • Western Financial Corp first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • Western Financial Corp's Verizon position peaked at $845K in Q4 2020.
  • 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.