BFS
VZ icon

Bard Financial Services’s Verizon VZ Stock Holding History

Bard Financial Services’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
2025
Q3 		$12.1M Buy
276,190
+3,910
+1% +$169K 1.33% 15
2025
Q2 		$11.8M Sell
272,280
-2,050
-0.7% -$88.8K 1.41% 15
2025
Q1 		$12.4M Buy
274,330
+5,475
+2% +$228K 1.52% 12
2024
Q4 		$10.8M Buy
268,855
+600
+0.2% +$25.3K 1.29% 19
2024
Q3 		$12M Sell
268,255
-10,850
-4% -$453K 1.42% 14
2024
Q2 		$11.5M Buy
279,105
+2,875
+1% +$116K 1.19% 23
2024
Q1 		$11.6M Buy
276,230
+17,085
+7% +$689K 1.23% 21
2023
Q4 		$9.77M Buy
259,145
+21,485
+9% +$760K 1.1% 23
2023
Q3 		$7.7M Buy
237,660
+35,770
+18% +$1.21M 0.95% 29
2023
Q2 		$7.51M Buy
201,890
+29,660
+17% +$1.1M 0.57% 52
2023
Q1 		$6.7M Buy
172,230
+40,290
+31% +$1.59M 0.54% 55
2022
Q4 		$5.2M Buy
131,940
+29,020
+28% +$1.09M 0.44% 56
2022
Q3 		$3.91M Buy
102,920
+10,195
+11% +$454K 0.37% 68
2022
Q2 		$4.71M Buy
92,725
+16,835
+22% +$852K 0.43% 57
2022
Q1 		$3.87M Buy
75,890
+11,300
+17% +$599K 0.31% 81
2021
Q4 		$3.36M Buy
64,590
+3,455
+6% +$180K 0.27% 85
2021
Q3 		$3.3M Buy
61,135
+2,480
+4% +$137K 0.29% 86
2021
Q2 		$3.29M Buy
58,655
+3,000
+5% +$172K 0.29% 87
2021
Q1 		$3.24M Sell
55,655
-1,825
-3% -$103K 0.31% 82
2020
Q4 		$3.38M Buy
+57,480
New +$3.41M 0.34% 79

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bard Financial Services's VZ Position: Q3 2025 in Review

Bard Financial Services increased its Verizon (VZ) stake by 1.4% in Q3 2025, buying an estimated $169K and bringing the position to 276,190 shares worth $12.1M. The position accounts for 1.33% of the portfolio, ranked #15.

Bard Financial Services first reported a position in VZ in Q4 2020 and has held it in 20 quarters since. The position peaked at $12.4M in Q1 2025. 3,044 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Bard Financial Services held 276,190 shares of Verizon worth $12.1M as of Q3 2025.
  • Bard Financial Services bought 3,910 Verizon shares in Q3 2025, an estimated $169K.
  • Verizon made up 1.33% of Bard Financial Services's portfolio in Q3 2025, its #15 holding.
  • Bard Financial Services first reported a position in Verizon in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Verizon position peaked at $12.4M in Q1 2025.
  • 3,044 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.