Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionPensionmark Financial Group, Llc
Latest Disclosed Ownership427,569 shares
Latest Disclosed Value $ 21,463,979
Pensionmark Financial Group, Llc reports 8.32% decrease in ownership of VZ / Verizon Communications Inc.

On April 27, 2026 - Pensionmark Financial Group, Llc filed a 13F-HR form disclosing ownership of 427,569 shares of Verizon Communications Inc. (MX:VZ) valued at $21,463,979 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 13, 2026 disclosing 466,396 shares of Verizon Communications Inc.. This represents a change in shares of -8.32% 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 427,569 -38,827 -8.32 21,464 12.99 0.3461
2026-03-13 2025-12-31 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 466,396 89,826 23.85 18,996 14.78 0.3084
2026-02-04 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 466,396 89,826 15,664 0.2997
2025-10-15 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 376,570 16,388 4.55 16,550 6.19 0.3384
2025-08-04 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 360,182 121,282 50.77 15,585 43.83 0.3534
2025-04-29 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 238,900 14,363 6.40 10,837 20.68 0.2813
2025-02-12 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 224,537 35,010 18.47 8,979 5.50 0.2457
2024-11-25 2024-09-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 189,527 128,020 208.14 8,512 235.61 0.2669
2024-11-14 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 570,314 508,807 8,512 0.2666
2024-08-15 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 61,507 53,315 650.82 2,537 635.07 0.1579
2024-05-15 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,192 -4,610 -36.01 345 -28.42 0.0494
2024-02-15 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 12,802 3,501 37.64 483 60.13 0.0627
2023-11-14 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,301 1,740 23.01 301 7.12 0.0597
2023-08-14 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,561 29 0.39 281 -3.77 0.0544
2023-05-15 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,532 0 0.00 293 -1.35 0.0610
2023-02-14 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,532 -95 -1.25 297 2.07 0.0681
2022-11-14 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,627 402 5.56 290 -11.59 0.0689
2022-08-09 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,225 -713 -8.98 328 -18.81 0.0689
2022-05-12 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,938 -58 -0.73 404 -4.72 0.0839
2022-02-11 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,996 2,528 46.23 424 43.73 0.0887
2021-11-12 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,468 -1,717 -23.90 295 -26.80 0.0668
2021-08-12 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,185 281 4.07 403 -0.74 0.0922
2021-05-17 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,904 1,596 30.07 406 40.97 0.0978
2021-02-16 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,308 301 6.01 288 -3.36 0.0730
2020-11-13 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,007 120 2.46 298 4.20 0.1020
2020-08-14 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,887 554 12.79 286 22.75 0.1000
2020-04-23 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,333 -290 -6.27 233 -17.96 0.1082
2020-02-13 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,623 -818 -15.03 284 -13.41 0.1108
2019-11-12 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,441 -316,959 -98.31 328 -47.27 0.1406
2019-08-12 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 322,400 318,343 7,846.76 622 159.17 0.2743
2019-05-14 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,057 -5,222 -56.28 240 -52.48 0.1092
2019-02-14 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,279 9,279 505 0.2266
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.