Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionFiduciary Alliance LLC
Latest Disclosed Ownership31,940 shares
Latest Disclosed Value $ 1,438,245
Fiduciary Alliance LLC reports 14.74% decrease in ownership of VZ / Verizon Communications Inc.

On April 20, 2026 - Fiduciary Alliance LLC filed a 13F-HR form disclosing ownership of 31,940 shares of Verizon Communications Inc. (MX:VZ) valued at $1,438,245 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 37,461 shares of Verizon Communications Inc.. This represents a change in shares of -14.74% 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)
2026-04-20 2026-03-31 13F Verizon Stock 92343V104 31,940 -5,521 -14.74 1,438 -5.70 0.0868
2026-01-22 2025-12-31 13F Verizon Stock 92343V104 37,461 -1,942 -4.93 1,526 -11.90 0.0997
2025-10-08 2025-09-30 13F Verizon Stock 92343V104 39,403 6,743 20.65 1,732 22.51 0.1160
2025-07-09 2025-06-30 13F Verizon Stock 92343V104 32,660 6,342 24.10 1,413 18.44 0.1054
2025-04-09 2025-03-31 13F Verizon Stock 92343V104 26,318 735 2.87 1,194 16.62 0.1173
2025-01-13 2024-12-31 13F Verizon Stock 92343V104 25,583 6,059 31.03 1,023 16.78 0.1034
2024-10-11 2024-09-30 13F Verizon Stock 92343V104 19,524 11,889 155.72 877 179.87 0.1163
2024-07-10 2024-06-30 13F Verizon Stock 92343V104 7,635 7,635 314 0.0509
2023-10-18 2023-09-30 13F Verizon Stock 92343V104 0 -880 -100.00 0 -100.00
2023-07-18 2023-06-30 13F Verizon Stock 92343V104 880 880 33 0.0070
2023-04-18 2023-03-31 13F Verizon Stock 92343V104 0 -350 -100.00 0 -100.00
2023-01-19 2022-12-31 13F Verizon Stock 92343V104 350 350 14 0.0036
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.