BRIGHT FINANCIAL ADVISORS, INC. VZ — VERIZON COMMUNICATIONS INC

Ownership history in BRIGHT FINANCIAL ADVISORS, INC.  ·  2 quarters on record

AI Ownership Summary

BRIGHT FINANCIAL ADVISORS, INC. reported VERIZON COMMUNICATIONS INC (VZ) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.12% in 2026 Q2. The latest visible filing shows VZ at 0.12% 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 BRIGHT FINANCIAL ADVISORS, INC.'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 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 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 BRIGHT FINANCIAL ADVISORS, INC. fund profile BRIGHT FINANCIAL ADVISORS, INC. full holdings
How BRIGHT FINANCIAL ADVISORS, INC. 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 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 6,775 +2,480 +57.7% 0.12% $287K 2026-08-11 $46.55
2026 Q1 INITIATED — — — 4,295 — — 0.10% $216K 2026-05-14 $45.56

🏢 Other funds also holding VZ

As of 2026 Q3 — sorted by position size

WILSEY ASSET MANAGEMENT INC 3Y 7Y 6.38% Dupree Financial Group, LLC 5.08% Credit Capital Investments LLC 3Y 7Y 3.85% Slocum, Gordon & Co LLP 3.61% Drum Hill Capital, LLC 3.54% Kepler Cheuvreux (Suisse) SA 3.25% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 3.13% Rempart Asset Management Inc. 3Y 2.93% Keystone Financial Planning, Inc. 3Y 7Y 2.64% ADVOCATE GROUP LLC 3Y 2.55%

FAQ About BRIGHT FINANCIAL ADVISORS, INC. and VZ

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

How long has BRIGHT FINANCIAL ADVISORS, INC. reported owning VZ?

BRIGHT FINANCIAL ADVISORS, INC. reported VZ across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported VZ position in BRIGHT FINANCIAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for VZ was 0.12% in 2026 Q2.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2026 Q2, when BRIGHT FINANCIAL ADVISORS, INC. reported 6,775 shares, equal to 0.12% of portfolio, with an estimated market value of $287K.

What does the chart on this VZ ownership page compare?

The chart compares BRIGHT FINANCIAL ADVISORS, INC.'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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