Root Financial Partners, LLC

Position in VZ — Verizon Communications Inc

CIK 1977181 ENCINITAS, CA

Position in VZ

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$432,587

-$61,180 QoQ

Shares Held

10,217

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,073

of 3,055 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,579,431 across 4 Telecom Services names. VZ ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMCSA	Comcast Corp	21,909	$537,865
2	VZ	Verizon Communications Inc This page	10,217	$432,587
3	TMUS	T-Mobile US, Inc.	2,073	$347,704
4	T	At&T Inc.	12,622	$261,275

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$432,587	10,217	+3.9%	Shares	Sole	2026-07-29
2026-03-31	$493,767	9,836	+18.6%	Shares	Sole	2026-04-24
2025-12-31	$337,773	8,293	-29.8%	Shares	Sole	2026-02-10
2025-09-30	$518,829	11,805	-13.2%	Shares	Sole	2025-10-29
2025-06-30	$588,212	13,594	+53.7%	Shares	Sole	2025-08-11
2025-03-31	$401,254	8,846	+13.8%	Shares	Sole	2025-04-25
2024-12-31	$310,882	7,774	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.