Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionCapstone Financial Advisors, Inc.
Latest Disclosed Ownership8,356 shares
Latest Disclosed Value $ 419,452
Capstone Financial Advisors, Inc. reports 0.64% decrease in ownership of VZ / Verizon Communications Inc.

On May 15, 2026 - Capstone Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 8,356 shares of Verizon Communications Inc. (MX:VZ) valued at $419,452 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 8,410 shares of Verizon Communications Inc.. This represents a change in shares of -0.64% 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)
2026-05-15 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,356 -54 -0.64 419 22.51 0.0226
2026-02-17 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,410 -688 -7.56 343 -14.29 0.0182
2025-11-14 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,098 84 0.93 400 2.31 0.0217
2025-08-08 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,014 -86 -0.95 390 -5.34 0.0226
2025-05-09 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,100 352 4.02 413 18.05 0.0259
2025-02-14 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,748 650 8.03 350 -3.86 0.0216
2024-11-14 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,098 303 3.89 364 13.08 0.0224
2024-08-13 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,795 6 0.08 321 -1.53 0.0212
2024-05-14 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,789 653 9.15 327 21.19 0.0220
2024-02-13 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,136 -741 -9.41 269 5.49 0.0193
2023-11-13 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,877 -1,971 -20.01 255 -30.33 0.0201
2023-08-15 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,848 1,091 12.46 366 7.65 0.0275
2023-05-12 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,757 -82 -0.93 341 -2.30 0.0269
2023-02-15 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,839 -648 -6.83 348 -3.33 0.0295
2022-11-15 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,487 -321 -3.27 360 -27.71 0.0332
2022-09-02 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,808 -654 -6.25 498 -6.57 0.0424
2022-05-13 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,462 18 0.17 533 -1.84 0.0387
2022-02-11 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,444 -549 -4.99 543 -8.59 0.0393
2021-11-15 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,993 681 6.60 594 2.77 0.0465
2021-08-16 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,312 795 8.35 578 4.52 0.0456
2021-05-13 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,517 1,354 16.59 553 15.21 0.0490
2021-02-16 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,163 1,792 28.13 480 26.65 0.0456
2020-11-13 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,371 -2,103 -24.82 379 -18.84 0.0401
2020-08-14 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,474 -439 -4.93 467 -2.51 0.0534
2020-05-14 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,913 -605 -6.36 479 -17.98 0.0625
2020-02-14 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,518 36 0.38 584 2.10 0.0822
2019-11-12 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,482 -153 -1.59 572 4.00 0.0875
2019-08-12 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,635 501 5.49 550 1.85 0.0890
2019-05-14 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,134 1,027 12.67 540 18.42 0.0923
2019-02-14 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,107 1,015 14.31 456 20.32 0.0915
2018-11-19 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,092 -377 -5.05 379 0.80 0.0942
2018-08-14 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,469 24 0.32 376 5.62 0.1129
2018-05-15 2018-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,445 18 0.24 356 -9.41 0.1174
2018-02-14 2017-12-31 13F VERIZON COMMUNICATIONS I COM 92343V104 7,427 27 0.36 393 7.38 0.1467
2017-11-14 2017-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,400 -37 -0.50 366 10.24 0.1627
2017-08-14 2017-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,437 47 0.64 332 -7.78 0.1605
2017-05-12 2017-03-31 13F VERIZON COMMUNICATIONS I COM 92343V104 7,390 -2,073 -21.91 360 -28.71 0.1826
2017-02-14 2016-12-31 13F VERIZON COMMUNICATIONS IN COM 92343V104 9,463 347 3.81 505 6.54 0.2304
2016-11-14 2016-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,116 -838 -8.42 474 -14.75 0.2516
2016-08-12 2016-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,954 20 0.20 556 3.54 0.3004
2016-05-09 2016-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,934 21 0.21 537 17.25 0.2126
2016-02-10 2015-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,913 -529 -5.07 458 0.88 0.1627
2015-11-13 2015-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,442 -6,475 -38.28 454 -42.46 0.2012
2015-08-13 2015-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 16,917 5,865 53.07 789 46.93 0.3078
2015-05-13 2015-03-31 13F VERIZON COMMUNICATIONS IN COM 92343V104 11,052 1,510 15.82 537 20.40 0.2063
2015-02-13 2014-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,542 -259 -2.64 446 -8.98 0.1386
2014-11-13 2014-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,801 23 0.24 490 2.51 0.2982
2014-08-11 2014-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,778 -2,400 -19.71 478 -17.44 0.3325
2014-05-14 2014-03-31 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 12,178 2,739 29.02 579 24.78 0.3543
2014-05-08 2014-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,439 464
2014-02-11 2013-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,439 9,439 464 0.2991
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.