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Yoffe Investment Management’s Verizon VZ Stock Holding History

Yoffe Investment Management’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 		$627K Buy
14,812
+4
+0% +$188 0.72% 51
2026
Q1 		$743K Buy
14,808
+4
+0% +$185 0.95% 40
2025
Q4 		$603K Buy
14,804
+5
+0% +$203 0.77% 47
2025
Q3 		$650K Buy
14,799
+4
+0% +$173 0.85% 39
2025
Q2 		$640K Buy
14,795
+4
+0% +$173 0.88% 37
2025
Q1 		$671K Buy
14,791
+4
+0% +$167 0.99% 32
2024
Q4 		$591K Buy
+14,787
New +$624K 0.88% 35

Other funds holding VZ

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Yoffe Investment Management's VZ Position: Q2 2026 in Review

Yoffe Investment Management increased its Verizon (VZ) stake by 0.03% in Q2 2026, buying an estimated $188 and bringing the position to 14,812 shares worth $627K. The position accounts for 0.72% of the portfolio, ranked #51.

Yoffe Investment Management first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $743K in Q1 2026. 525 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Yoffe Investment Management held 14,812 shares of Verizon worth $627K as of Q2 2026.
  • Yoffe Investment Management bought 4 Verizon shares in Q2 2026, an estimated $188.
  • Verizon made up 0.72% of Yoffe Investment Management's portfolio in Q2 2026, its #51 holding.
  • Yoffe Investment Management first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's Verizon position peaked at $743K in Q1 2026.
  • 525 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.