Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionCapital Advantage, Inc.
Latest Disclosed Ownership10,064 shares
Latest Disclosed Value $ 505,213
Capital Advantage, Inc. reports 5.86% decrease in ownership of VZ / Verizon Communications Inc.

On April 10, 2026 - Capital Advantage, Inc. filed a 13F-HR form disclosing ownership of 10,064 shares of Verizon Communications Inc. (MX:VZ) valued at $505,213 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 10,690 shares of Verizon Communications Inc.. This represents a change in shares of -5.86% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-10 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,064 -626 -5.86 505 16.09 0.0660
2026-01-07 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,690 -164 -1.51 435 -8.81 0.0587
2025-10-22 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,854 -747 -6.44 477 -4.79 0.0717
2025-07-11 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 11,601 305 2.70 502 11.09 0.0795
2025-04-10 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 11,296 0 0.00 452 0.00 0.0823
2025-02-14 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 11,296 -2,815 -19.95 452 -28.75 0.0823
2024-11-07 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 14,111 -106 -0.75 634 7.29 0.1214
2024-07-12 2024-06-30 13F Verizon Communications Equities 92343V104 14,217 0 0.00 590 2.43 0.1210
2024-05-14 2024-03-31 13F Verizon Communications Equities 92343V104 14,217 -279 -1.92 576 5.49 0.1170
2024-01-23 2023-12-31 13F Verizon Communications Equities 92343V104 14,496 636 4.59 547 21.60 0.1109
2023-10-30 2023-09-30 13F Verizon Communications Equities 92343V104 13,860 -248 -1.76 449 -9.29 0.0963
2023-08-07 2023-06-30 13F Verizon Communications Equities 92343V104 14,108 404 2.95 496 -8.84 0.1034
2023-05-05 2023-03-31 13F Verizon Communications Equities 92343V104 13,704 438 3.30 543 4.02 0.1156
2023-01-24 2022-12-31 13F Verizon Communications Equities 92343V104 13,266 -677 -4.86 523 -1.32 0.1173
2022-10-31 2022-09-30 13F Verizon Communications Equities 92343V104 13,943 1,471 11.79 529 -16.43 0.1211
2022-07-21 2022-06-30 13F Verizon Communications Equities 92343V104 12,472 -103 -0.82 633 -1.25 0.1395
2022-05-10 2022-03-31 13F Verizon Communications Equities 92343V104 12,575 822 6.99 641 2.07 0.1474
2022-01-21 2021-12-31 13F Verizon Communications Equities 92343V104 11,753 -822 -6.54 628 -7.51 0.1505
2021-10-07 2021-09-30 13F Verizon Communications Equities 92343V104 12,575 -52 -0.41 679 -4.10 0.1834
2021-08-16 2021-06-30 13F Verizon Communications Equities 92343V104 12,627 -56 -0.44 708 -3.93 0.1856
2021-04-26 2021-03-31 13F Verizon Communications Com 92343V104 12,683 916 7.78 737 6.97 0.2009
2021-02-17 2020-12-31 13F Verizon Communications COM 92343V104 11,767 875 8.03 689 6.16 0.2053
2020-11-12 2020-09-30 13F Verizon Communications COM 92343V104 10,892 -360 -3.20 649 4.68 0.2137
2020-08-13 2020-06-30 13F Verizon Communications COM 92343V104 11,252 -105 -0.92 620 -6.63 0.2202
2020-05-08 2020-03-31 13F Verizon Communications COM 92343V104 11,357 154 1.37 664 -1.63 0.2594
2020-02-14 2019-12-31 13F Verizon Communications COM 92343V104 11,203 447 4.16 675 4.01 0.2135
2019-11-12 2019-09-30 13F Verizon Communications COM 92343V104 10,756 627 6.19 649 8.35 0.2247
2019-05-10 2019-03-31 13F Verizon Communications COM 92343V104 10,129 883 9.55 599 15.19 0.2127
2019-02-07 2018-12-31 13F Verizon Communications COM 92343V104 9,246 -1,022 -9.95 520 -5.11 0.1972
2018-11-01 2018-09-30 13F Verizon Communications COM 92343V104 10,268 -3,297 -24.31 548 -19.65 0.1259
2018-08-01 2018-06-30 13F Verizon Communications COM 92343V104 13,565 23 0.17 682 5.25 0.1607
2018-05-02 2018-03-31 13F Verizon Communications COM 92343V104 13,542 801 6.29 648 -3.86 0.1585
2018-02-13 2017-12-31 13F Verizon Communications COM 92343V104 12,741 1,582 14.18 674 22.10 0.1738
2017-10-30 2017-09-30 13F Verizon Communications COM 92343V104 11,159 -969 -7.99 552 1.85 0.1381
2017-08-08 2017-06-30 13F Verizon Communications COM 92343V104 12,128 1,686 16.15 542 6.48 0.1420
2017-05-03 2017-03-31 13F Verizon Communications COM 92343V104 10,442 576 5.84 509 -3.42 0.1394
2017-02-01 2016-12-31 13F Verizon Communications COM 92343V104 9,866 -1,925 -16.33 527 -14.03 0.1526
2016-11-02 2016-09-30 13F Verizon Communications COM 92343V104 11,791 -68 -0.57 613 -7.40 0.1719
2016-08-10 2016-06-30 13F Verizon Communications COM 92343V104 11,859 -497 -4.02 662 -0.90 0.1923
2016-05-23 2016-03-31 13F Verizon Communications COM 92343V104 12,356 456 3.83 668 21.45 0.2369
2016-02-26 2015-12-31 13F Verizon Communications COM 92343V104 11,900 1,956 19.67 550 27.02 0.1854
2015-10-23 2015-09-30 13F Verizon Communications COM 92343V104 9,944 3,432 52.70 433 42.43 0.1687
2015-08-14 2015-06-30 13F Verizon Communications COM 92343V104 6,512 -867 -11.75 304 -15.32 0.1185
2015-05-15 2015-03-31 13F Verizon Communications COM 92343V104 7,379 321 4.55 359 8.79 0.1473
2015-05-15 2014-12-31 13F Verizon Communications COM 92343V104 7,058 634 9.87 330 2.80 0.1361
2016-06-21 2014-09-30 13F Verizon Communications COM 92343V104 6,424 2 0.03 321 2.23 0.1673
2016-07-15 2014-06-30 13F Verizon Communications COM 92343V104 6,422 -115 -1.76 314 0.96 0.1733
2016-08-09 2014-03-31 13F Verizon Communications COM 92343V104 6,537 2,073 46.44 311 42.01 0.2166
2016-08-24 2013-12-31 13F Verizon Communications COM 92343V104 4,464 4,464 219 0.1472
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.