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James T. Borello RIA’s Verizon VZ Stock Holding History

James T. Borello RIA’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 		$86.6K Sell
1,889
-306
-14% -$14.4K 0.02% 187
2026
Q2 		$92.9K Buy
2,195
+169
+8% +$7.93K 0.02% 173
2026
Q1 		$102K Buy
2,026
+565
+39% +$26.2K 0.03% 151
2025
Q4 		$59.5K Buy
1,461
+316
+28% +$12.8K 0.02% 166
2025
Q3 		$50.3K Buy
1,145
+261
+30% +$11.3K 0.01% 160
2025
Q2 		$38.3K Hold
884
– – 0.01% 154
2025
Q1 		$40.1K Buy
884
+269
+44% +$11.2K 0.01% 131
2024
Q4 		$24.6K Hold
615
– – 0.01% 130
2024
Q3 		$27.6K Hold
615
– – 0.01% 116
2024
Q2 		$25.4K Hold
615
– – 0.01% 109
2024
Q1 		$25.8K Hold
615
– – 0.01% 107
2023
Q4 		$23.2K Buy
+615
New +$21.8K 0.02% 85

Other funds holding VZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

James T. Borello RIA's VZ Position: Q3 2026 in Review

James T. Borello RIA reduced its Verizon (VZ) stake by 14% in Q3 2026, selling an estimated $14.4K and leaving 1,889 shares worth $86.6K. The position accounts for 0.02% of the portfolio, ranked #187.

James T. Borello RIA first reported a position in VZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $102K in Q1 2026. 699 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • James T. Borello RIA held 1,889 shares of Verizon worth $86.6K as of Q3 2026.
  • James T. Borello RIA sold 306 Verizon shares in Q3 2026, an estimated $14.4K.
  • Verizon made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #187 holding.
  • James T. Borello RIA first reported a position in Verizon in Q4 2023 and has held it in 12 quarters since.
  • James T. Borello RIA's Verizon position peaked at $102K in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.