BOK Financial Private Wealth’s Verizon VZ Stock Holding History

BOK Financial Private Wealth’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 Q1	$159K	Buy	3,159 +102	+3%	+$4.73K	0.01%	187
2025 Q4	$125K	Sell	3,057 -290	-9%	-$11.8K	0.01%	208
2025 Q3	$147K	Buy	3,347 +216	+7%	+$9.35K	0.01%	185
2025 Q2	$135K	Sell	3,131 -355	-10%	-$15.4K	0.01%	193
2025 Q1	$158K	Sell	3,486 -618	-15%	-$25.7K	0.01%	186
2024 Q4	$164K	Sell	4,104 -682	-14%	-$28.8K	0.01%	178
2024 Q3	$215K	Buy	4,786 +2,198	+85%	+$91.7K	0.02%	166
2024 Q2	$107K	Hold	2,588	–	–	0.01%	204
2024 Q1	$109K	Buy	2,588 +488	+23%	+$19.7K	0.01%	202
2023 Q4	$79.2K	Buy	2,100 +600	+40%	+$21.2K	0.01%	211
2023 Q3	$48.6K	Sell	1,500 -1,780	-54%	-$60.1K	﹤0.01%	228
2023 Q2	$122K	Hold	3,280	–	–	0.01%	178
2023 Q1	$128K	Hold	3,280	–	–	0.01%	180
2022 Q4	$129K	Sell	3,280 -4,267	-57%	-$161K	0.01%	178
2022 Q3	$287K	Buy	7,547 +2,123	+39%	+$94.5K	0.03%	147
2022 Q2	$275K	Sell	5,424 -20,143	-79%	-$1.02M	0.02%	156
2022 Q1	$1.3M	Buy	25,567 +6,857	+37%	+$363K	0.09%	116
2021 Q4	$972K	Sell	18,710 -3,191	-15%	-$166K	0.07%	133
2021 Q3	$1.18M	Buy	21,901 +2,773	+14%	+$153K	0.09%	101
2021 Q2	$1.07M	Buy	19,128 +2,223	+13%	+$128K	0.09%	103
2021 Q1	$983K	Sell	16,905 -29,671	-64%	-$1.67M	0.09%	99
2020 Q4	$2.74M	Sell	46,576 -637	-1%	-$37.8K	0.26%	67
2020 Q3	$2.81M	Sell	47,213 -33,443	-41%	-$1.94M	0.29%	61
2020 Q2	$4.45M	Sell	80,656 -4,369	-5%	-$246K	0.47%	43
2020 Q1	$4.57M	Sell	85,025 -60,534	-42%	-$3.46M	0.55%	37
2019 Q4	$8.94M	Buy	145,559 +139,231	+2,200%	+$8.4M	0.75%	31
2019 Q3	$382K	Buy	6,328 +893	+16%	+$51.4K	0.05%	78
2019 Q2	$311K	Buy	5,435 +1,393	+34%	+$80.3K	0.05%	89
2019 Q1	$239K	Buy	4,042 +354	+10%	+$20K	0.03%	108
2018 Q4	$207K	Buy	+3,688	New	+$209K	0.03%	122
2018 Q2	–	Sell	-8,040	Closed	-$384K	–	123
2018 Q1	$384K	Sell	8,040 -1,234	-13%	-$62K	0.06%	63
2017 Q4	$491K	Sell	9,274 -2,700	-23%	-$133K	0.08%	56
2017 Q3	$593K	Sell	11,974 -23	-0.2%	-$1.08K	0.1%	58
2017 Q2	$536K	Sell	11,997 -4,752	-28%	-$221K	0.08%	66
2017 Q1	$817K	Buy	16,749 +1,781	+12%	+$89.4K	0.12%	55
2016 Q4	$799K	Sell	14,968 -3,205	-18%	-$160K	0.12%	54
2016 Q3	$945K	Buy	18,173 +6,554	+56%	+$352K	0.14%	50
2016 Q2	$649K	Hold	11,619	–	–	0.1%	62
2016 Q1	$628K	Hold	11,619	–	–	0.11%	36
2015 Q4	$537K	Sell	11,619 -403	-3%	-$18.3K	0.09%	41
2015 Q3	$523K	Hold	12,022	–	–	0.09%	40
2015 Q2	$560K	Buy	12,022 +245	+2%	+$12K	0.09%	41
2015 Q1	$573K	Sell	11,777 -7,161	-38%	-$346K	0.09%	42
2014 Q4	$886K	Hold	18,938	–	–	0.14%	35
2014 Q3	$947K	Hold	18,938	–	–	0.16%	29
2014 Q2	$927K	Buy	18,938 +1,205	+7%	+$58.4K	0.15%	31
2014 Q1	$844K	Sell	17,733 -87	-0.5%	-$4.11K	0.15%	32
2013 Q4	$876K	Hold	17,820	–	–	0.16%	30
2013 Q3	$832K	Buy	+17,820	New	+$870K	0.17%	28

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BOK Financial Private Wealth's VZ Position: Q1 2026 in Review

BOK Financial Private Wealth increased its Verizon (VZ) stake by 3.3% in Q1 2026, buying an estimated $4.73K and bringing the position to 3,159 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #187.

BOK Financial Private Wealth first reported a position in VZ in Q3 2013 and has held it in 49 quarters since. The position peaked at $8.94M in Q4 2019. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

BOK Financial Private Wealth held 3,159 shares of Verizon worth $159K as of Q1 2026.
BOK Financial Private Wealth bought 102 Verizon shares in Q1 2026, an estimated $4.73K.
Verizon made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #187 holding.
BOK Financial Private Wealth first reported a position in Verizon in Q3 2013 and has held it in 49 quarters since.
BOK Financial Private Wealth's Verizon position peaked at $8.94M in Q4 2019.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.