Portland Financial Advisors Inc VZ — VERIZON COMMUNICATIONS INC

Ownership history in Portland Financial Advisors Inc  ·  6 quarters on record

AI Ownership Summary

Portland Financial Advisors Inc reported VERIZON COMMUNICATIONS INC (VZ) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.75% in 2026 Q1. The latest visible filing shows VZ at 0.55% 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 Portland 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 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% 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 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 Portland Financial Advisors Inc fund profile Portland Financial Advisors Inc full holdings
How Portland 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 7,175 — 0% 0.55% $304K 2026-08-10 $47.03
2026 Q1 UNCHANGED — — — 7,175 — 0% 0.75% $360K 2026-04-27 $46.31
2025 Q4 ADDED — — — 7,175 +250 +3.6% 0.62% $292K 2026-02-06 $44.86
2025 Q3 ADDED — — — 6,925 +160 +2.4% 0.65% $304K 2025-10-28 $37.44
2025 Q2 ADDED — — — 6,765 +745 +12.4% 0.70% $293K 2025-07-29 $39.98
2025 Q1 INITIATED — — — 6,020 — — 0.70% $273K 2025-05-08 $40.17

🏢 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 Portland 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 Portland Financial Advisors Inc reported owning VZ?

Portland Financial Advisors Inc reported VZ across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported VZ position in Portland Financial Advisors Inc's portfolio?

The largest reported portfolio weight for VZ was 0.75% in 2026 Q1.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2026 Q2, when Portland Financial Advisors Inc reported 7,175 shares, equal to 0.55% of portfolio, with an estimated market value of $304K.

What does the chart on this VZ ownership page compare?

The chart compares Portland 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.

How well did Portland Financial Advisors Inc time their VZ position?

Based on 13F filing dates vs. subsequent VZ price moves, Portland Financial Advisors Inc correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on VZ relative to SPY over the holding period was +308.8%.

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