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Adelphi Trust’s Verizon VZ Stock Holding History

Adelphi Trust’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$292K Buy
6,373
+811
+15% +$38.2K 0.19% 96
2026
Q2 		$235K Buy
5,562
+1,503
+37% +$70.5K 0.16% 106
2026
Q1 		$204K Buy
+4,059
New +$188K 0.17% 105

Other funds holding VZ

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Adelphi Trust's VZ Position: Q3 2026 in Review

Adelphi Trust increased its Verizon (VZ) stake by 15% in Q3 2026, buying an estimated $38.2K and bringing the position to 6,373 shares worth $292K. The position accounts for 0.19% of the portfolio, ranked #96.

Adelphi Trust first reported a position in VZ in Q1 2026 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Adelphi Trust held 6,373 shares of Verizon worth $292K as of Q3 2026.
  • Adelphi Trust bought 811 Verizon shares in Q3 2026, an estimated $38.2K.
  • Verizon made up 0.19% of Adelphi Trust's portfolio in Q3 2026, its #96 holding.
  • Adelphi Trust first reported a position in Verizon in Q1 2026 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.