Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionCWS Financial Advisors, LLC
Latest Disclosed Ownership15,029 shares
Latest Disclosed Value $ 754,452
CWS Financial Advisors, LLC reports 0.93% increase in ownership of VZ / Verizon Communications Inc.

On April 27, 2026 - CWS Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 15,029 shares of Verizon Communications Inc. (MX:VZ) valued at $754,452 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 14,891 shares of Verizon Communications Inc.. This represents a change in shares of 0.93% 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)
2026-04-27 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 15,029 138 0.93 754 24.42 0.1933
2026-02-06 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 14,891 246 1.68 607 -5.75 0.1647
2025-11-04 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 14,645 -656 -4.29 644 -2.87 0.1787
2025-08-08 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 15,301 -222 -1.43 662 -5.97 0.1926
2025-05-14 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 15,523 907 6.21 704 20.55 0.2224
2025-02-04 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 14,616 524 3.72 584 -7.59 0.1892
2024-11-14 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 14,092 -315 -2.19 633 6.40 0.2242
2024-07-31 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 14,407 -661 -4.39 594 -6.01 0.2337
2024-05-01 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 15,068 -2,509 -14.27 632 -4.53 0.2590
2024-02-08 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,577 188 1.08 663 17.58 0.2487
2023-11-14 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 17,389 -244 -1.38 564 -14.05 0.2259
2023-08-14 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 17,633 440 2.56 656 -1.95 0.2487
2023-05-09 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,193 277 1.64 669 -32.11 0.2660
2023-02-10 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 16,916 -1,013 -5.65 984 44.49 0.4242
2022-11-09 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 17,929 80 0.45 681 -24.83 0.3260
2022-08-08 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 17,849 212 1.20 906 0.89 0.4143
2022-05-03 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,637 107 0.61 898 -1.43 0.3392
2022-02-15 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,530 502 2.95 911 -4.51 0.3212
2021-08-06 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 17,028 112 0.66 954 -3.05 0.3804
2021-05-13 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 16,916 390 2.36 984 1.34 0.4242
2021-02-12 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 16,526 -552 -3.23 971 -4.43 0.5645
2020-11-10 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 17,078 -258 -1.49 1,016 6.28 0.6759
2020-08-11 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 17,336 -374 -2.11 956 -12.05 0.6893
2020-04-02 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,710 -214 -1.19 1,087 -1.27 0.8047
2020-02-14 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,924 17,924 1,101 0.8031
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.