CAPITAL FINANCIAL GROUP INC\CO\ /ADV VZ — VERIZON COMMUNICATIONS INC

Ownership history in CAPITAL FINANCIAL GROUP INC\CO\ /ADV  ·  3 quarters on record

AI Ownership Summary

CAPITAL FINANCIAL GROUP INC\CO\ /ADV reported VERIZON COMMUNICATIONS INC (VZ) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 1.04% in 2026 Q1. The latest visible filing shows VZ at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL FINANCIAL GROUP INC\CO\ /ADV's position in VERIZON COMMUNICATIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VZ was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VZ stock page CAPITAL FINANCIAL GROUP INC\CO\ /ADV fund profile CAPITAL FINANCIAL GROUP INC\CO\ /ADV full holdings
How CAPITAL FINANCIAL GROUP INC\CO\ /ADV held VZ — position size vs. price
% of Fund (quarterly)    VZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 35,929 -1,644 -4.4% 0.80% $1.5M 2026-08-07 $47.06
2026 Q1 ADDED — — — 37,573 +490 +1.3% 1.04% $1.9M 2026-04-27 $46.31
2025 Q4 INITIATED — — — 37,083 — — 0.84% $1.5M 2026-02-17 $47.40

🏢 Other funds also holding VZ

As of 2026 Q2 — sorted by position size

Black Diamond Capital Management I, LLLP 17.47% Brooklands Fund Management Ltd 13.88% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 10.58% TERRIL BROTHERS, INC. 3Y 7Y 7.56% Heathbridge Capital Management Ltd. 3Y 7Y 6.95% PARK CIRCLE Co 3Y 7Y 6.19% WILSEY ASSET MANAGEMENT INC 3Y 7Y 5.84% Patrick Mauro Investment Advisor, INC. 3Y 5.46% KETTLE HILL CAPITAL MANAGEMENT, LLC 3Y 7Y 5.41% Ridgepath Capital Management LLC 5.34%

FAQ About CAPITAL FINANCIAL GROUP INC\CO\ /ADV and VZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPITAL FINANCIAL GROUP INC\CO\ /ADV reported owning VZ?

CAPITAL FINANCIAL GROUP INC\CO\ /ADV reported VZ across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported VZ position in CAPITAL FINANCIAL GROUP INC\CO\ /ADV's portfolio?

The largest reported portfolio weight for VZ was 1.04% in 2026 Q1.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2026 Q2, when CAPITAL FINANCIAL GROUP INC\CO\ /ADV reported 35,929 shares, equal to 0.80% of portfolio, with an estimated market value of $1.5M.

What does the chart on this VZ ownership page compare?

The chart compares CAPITAL FINANCIAL GROUP INC\CO\ /ADV's quarterly VZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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