Position in VZ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$14,333,444
-$2,586,616 QoQ
Shares Held
338,532
+0.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#416
of 3,115 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Derivatives in VZ
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$22,455
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Telecom Services
Communication Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $65,060,151 across 22 Telecom Services names. VZ ranks #1 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
338,532 | $14,333,444 | |
| 2 | CMCSA |
Comcast Corp
|
537,097 | $13,185,731 | |
| 3 | T |
At&T Inc.
|
502,093 | $10,393,325 | |
| 4 | LUMN |
Lumen Technologies, Inc.
|
1,327,331 | $10,193,902 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
22,454 | $3,766,209 | |
| 6 | SKM |
Sk Telecom Co Ltd
|
115,030 | $3,699,364 | |
| 7 | CHT |
Chunghwa Telecom Co Ltd
|
54,069 | $2,393,093 | |
| 8 | VOD |
Vodafone Group Public Ltd Co
|
81,223 | $1,074,580 |
All Filings in VZ
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,333,444 | 338,532 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $16,920,060 | 337,053 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,032,255 | 319,967 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,233,878 | 278,359 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,927,764 | 275,659 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $11,784,391 | 259,797 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $24,631,400 | 615,939 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $22,455 | 500 | Put | Sole | 2024-10-21 | |
| 2024-09-30 | $27,443,962 | 611,088 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $12,372 | 300 | Call | Sole | 2024-07-15 | |
| 2024-06-30 | $28,598,950 | 693,476 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $31,171,286 | 742,881 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $21,648,094 | 574,220 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $21,865,536 | 674,654 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $23,899,223 | 642,625 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $25,511,101 | 655,981 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $23,373,616 | 593,239 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,326,175 | 219,283 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $10,283,066 | 202,622 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,474,579 | 146,733 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,341,666 | 122,049 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $952,574 | 17,637 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $6,021,207 | 107,464 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $5,085,740 | 87,459 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,900,102 | 83,406 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,398,095 | 73,930 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,018,753 | 54,757 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $2,876,113 | 53,529 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||