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XY Planning Network’s Verizon VZ Stock Holding History

XY Planning Network’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 Buy
5,394
+624
+13% +$29.3K 0.03% 319
2026
Q1 		$236K Buy
+4,770
New +$221K 0.04% 257

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

XY Planning Network's VZ Position: Q2 2026 in Review

XY Planning Network increased its Verizon (VZ) stake by 13% in Q2 2026, buying an estimated $29.3K and bringing the position to 5,394 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #319.

XY Planning Network first reported a position in VZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $236K in Q1 2026. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • XY Planning Network held 5,394 shares of Verizon worth $228K as of Q2 2026.
  • XY Planning Network bought 624 Verizon shares in Q2 2026, an estimated $29.3K.
  • Verizon made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #319 holding.
  • XY Planning Network first reported a position in Verizon in Q1 2026 and has held it in 2 quarters since.
  • XY Planning Network's Verizon position peaked at $236K in Q1 2026.
  • 1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.