Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionRobertson Stephens Wealth Management, LLC
Latest Disclosed Ownership13,233 shares
Latest Disclosed Value $ 664,297
Robertson Stephens Wealth Management, LLC reports 0.32% decrease in ownership of VZ / Verizon Communications Inc.

On April 28, 2026 - Robertson Stephens Wealth Management, LLC filed a 13F-HR form disclosing ownership of 13,233 shares of Verizon Communications Inc. (MX:VZ) valued at $664,297 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 13,276 shares of Verizon Communications Inc.. This represents a change in shares of -0.32% 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.

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)
2026-04-28 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,233 -43 -0.32 664 22.96 0.0186
2026-02-02 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,276 2,194 19.80 541 10.88 0.0141
2025-11-12 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 11,082 -1,234 -10.02 487 -8.46 0.0147
2025-07-24 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,316 1,288 11.68 533 6.40 0.0170
2025-04-17 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 11,028 -23 -0.21 500 13.38 0.0172
2025-01-27 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 11,051 -1,428 -11.44 442 -21.25 0.0156
2024-11-12 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,479 -2,647 -17.50 560 -10.11 0.0203
2024-08-13 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 15,126 1,017 7.21 624 5.24 0.0314
2024-05-15 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 14,109 2,496 21.49 592 35.47 0.0314
2024-02-06 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 11,613 952 8.93 438 26.67 0.0266
2023-11-13 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,661 -2,250 -17.43 346 -28.12 0.0233
2023-08-11 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,911 -5,894 -31.34 480 -34.34 0.0340
2023-05-11 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,805 3,438 22.37 731 20.83 0.0563
2023-02-14 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 15,367 1,603 11.65 605 15.90 0.0590
2022-11-14 2022-09-30 13F Verizon Communications COM 92343V104 13,764 -998 -6.76 522 -30.31 0.0545
2022-08-12 2022-06-30 13F Verizon Communications COM 92343V104 14,762 -1,245 -7.78 749 -8.10 0.0707
2022-05-16 2022-03-31 13F Verizon Communications COM 92343V104 16,007 3,139 24.39 815 22.01 0.0684
2022-02-14 2021-12-31 13F Verizon Communications COM 92343V104 12,868 901 7.53 668 3.41 0.0562
2021-11-10 2021-09-30 13F Verizon Communications COM 92343V104 11,967 -612 -4.87 646 -8.24 0.0730
2021-08-17 2021-06-30 13F Verizon Communications COM 92343V104 12,579 138 1.11 704 -2.63 0.0845
2021-05-07 2021-03-31 13F Verizon Communications COM 92343V104 12,441 3,332 36.58 723 35.14 0.1156
2021-02-10 2020-12-31 13F Verizon Communications COM 92343V104 9,109 -68 -0.74 535 -1.83 0.1118
2020-11-10 2020-09-30 13F Verizon Communications COM 92343V104 9,177 2,836 44.72 545 56.16 0.1339
2020-08-12 2020-06-30 13F Verizon Communications COM 92343V104 6,341 -4,581 -41.94 349 -40.55 0.1007
2020-05-01 2020-03-31 13F Verizon Communications COM 92343V104 10,922 2,737 33.44 587 16.93 0.2005
2020-02-14 2019-12-31 13F Verizon Communications COM 92343V104 8,185 -7,480 -47.75 502 -46.93 0.2532
2019-11-14 2019-09-30 13F Verizon Communications COM 92343V104 15,665 15,665 946 0.4789
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.