Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership24,679 shares
Latest Disclosed Value $ 1,238,890
Legacy Financial Advisors, Inc. reports 27.20% increase in ownership of VZ / Verizon Communications Inc.

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 24,679 shares of Verizon Communications Inc. (MX:VZ) valued at $1,238,890 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 19,402 shares of Verizon Communications Inc.. This represents a change in shares of 27.20% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-30 2026-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 24,679 5,277 27.20 1,239 56.71 0.1732
2026-02-04 2025-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 19,402 -2,286 -10.54 790 -17.10 0.1093
2025-11-10 2025-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 21,688 1,552 7.71 953 9.41 0.1313
2025-08-07 2025-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 20,136 -19,085 -48.66 871 -51.04 0.1361
2025-05-14 2025-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 39,221 1,166 3.06 1,779 16.96 0.2975
2025-02-13 2024-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 38,055 -1,546 -3.90 1,522 -14.45 0.2516
2024-11-14 2024-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 39,601 2,300 6.17 1,778 15.60 0.2987
2024-08-13 2024-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 37,301 914 2.51 1,538 0.79 0.2739
2024-05-14 2024-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 36,387 1,786 5.16 1,527 17.02 0.2735
2024-02-13 2023-12-31 13F/A-1 VERIZON COMMUNICATIONS Stock 92343V104 34,601 288 0.84 1,304 17.27 0.2506
2024-02-06 2023-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 34,601 288 1,304 0.2513
2023-11-13 2023-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 34,313 -1,029 -2.91 1,112 -15.37 0.2226
2023-08-08 2023-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 35,342 1,244 3.65 1,314 -0.90 0.2455
2023-05-03 2023-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 34,098 73 0.21 1,326 -1.04 0.2709
2023-02-06 2022-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 34,025 10,930 47.33 1,341 52.79 0.2888
2022-11-09 2022-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 23,095 -5,065 -17.99 877 -38.63 0.2097
2022-08-08 2022-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 28,160 3,702 15.14 1,429 14.69 0.3552
2022-05-04 2022-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 24,458 860 3.64 1,246 1.63 0.2803
2022-02-04 2021-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 23,598 1,750 8.01 1,226 3.90 0.2813
2021-10-26 2021-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 21,848 3,328 17.97 1,180 13.68 0.2893
2021-07-21 2021-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 18,520 4,550 32.57 1,038 27.83 0.2628
2021-04-28 2021-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 13,970 1,411 11.23 812 10.03 0.2225
2021-02-02 2020-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 12,559 701 5.91 738 4.68 0.2087
2020-11-09 2020-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 11,858 11,858 705 0.2151
2020-05-12 2020-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 0 -4,066 -100.00 0 -100.00
2020-01-27 2019-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 4,066 -328 -7.46 250 -5.66 0.0791
2019-11-07 2019-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 4,394 -510 -10.40 265 -5.36 0.0881
2019-08-07 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,904 -1 -0.02 280 -3.45 0.0990
2019-05-14 2019-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 4,905 -528 -9.72 290 -4.92 0.0983
2019-01-16 2018-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 5,433 -1,020 -15.81 305 -11.34 0.1181
2018-10-30 2018-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 6,453 13 0.20 344 3.93 0.1246
2018-07-17 2018-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 6,440 -662 -9.32 331 -3.22 0.1256
2018-04-12 2018-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 7,102 3,997 128.73 342 108.54 0.1360
2018-02-09 2017-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 3,105 3,105 164 0.0673
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.