EXENCIAL WEALTH ADVISORS, LLC

Position in VZ — Verizon Communications Inc

CIK 1576151 OKLAHOMA CITY, OK

Position in VZ

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$3,047,993

+$624,396 QoQ

Shares Held

60,717

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Communication Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $6,380,833 across 6 Telecom Services names. VZ ranks #1 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc This page	60,717	$3,047,993
2	T	At&T Inc.	61,384	$1,779,522
3	CMCSA	Comcast Corp	15,560	$446,727
4	BCE	Bce Inc	16,573	$418,302
5	TU	Telus Corp	28,977	$371,774
6	TMUS	T-Mobile US, Inc.	1,507	$316,515

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,047,993	60,717	+2.0%	Shares	Sole	2026-04-28
2025-12-31	$2,423,597	59,504	-2.5%	Shares	Sole	2026-01-30
2025-09-30	$2,681,565	61,014	+6.0%	Shares	Sole	2025-10-27
2025-06-30	$2,490,621	57,560	-7.0%	Shares	Sole	2025-07-30
2025-03-31	$2,806,876	61,880	-0.7%	Shares	Sole	2025-05-09
2024-12-31	$2,491,816	62,311	-3.8%	Shares	Sole	2025-02-06
2024-09-30	$2,908,955	64,773	-13.3%	Shares	Sole	2024-10-31
2024-06-30	$3,079,926	74,683	-3.0%	Shares	Sole	2024-08-12
2024-03-31	$3,231,969	77,025	-3.5%	Shares	Sole	2024-05-10
2023-12-31	$3,009,741	79,834	-1.1%	Shares	Sole	2024-02-13
2023-09-30	$2,617,301	80,756	-13.1%	Shares	Sole	2023-11-08
2023-06-30	$3,454,355	92,884	-1.7%	Shares	Sole	2023-08-10
2023-03-31	$3,673,160	94,450	-2.9%	Shares	Sole	2023-05-02
2022-12-31	$3,833,107	97,287	+5.5%	Shares	Sole	2023-02-14
2022-09-30	$3,500,416	92,189	-4.5%	Shares	Sole	2022-11-08
2022-06-30	$4,899,252	96,537	-0.8%	Shares	Sole	2022-08-11
2022-03-31	$4,957,582	97,322	+5.9%	Shares	Sole	2022-05-12
2021-12-31	$4,774,136	91,881	-42.9%	Shares	Sole	2022-02-10
2021-09-30	$8,689,776	160,892	-44.3%	Shares	Sole	2021-11-04
2021-06-30	$16,179,446	288,764	+0.3%	Shares	Sole	2021-08-16
2021-03-31	$16,749,235	288,035	+3.4%	Shares	Sole	2021-05-06
2020-12-31	$16,370,276	278,643	-41.5%	Shares	Sole	2021-02-11
2020-09-30	$28,332,826	476,262	+77.3%	Shares	Sole	2020-11-13
2020-06-30	$14,808,028	268,602	+239.2%	Shares	Sole	2020-08-17
2020-03-31	$4,254,932	79,191	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.