Curi RMB Capital’s Verizon VZ Stock Holding History

Curi RMB Capital’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	$14.1M	Sell	279,993 -23,181	-8%	-$1.07M	0.25%	102
2025 Q4	$12.3M	Sell	303,174 -8,389	-3%	-$340K	0.21%	118
2025 Q3	$13.7M	Sell	311,563 -56,328	-15%	-$2.44M	0.25%	109
2025 Q2	$15.9M	Buy	367,891 +27,349	+8%	+$1.18M	0.3%	90
2025 Q1	$15.4M	Buy	340,542 +13,406	+4%	+$558K	0.38%	77
2024 Q4	$13.1M	Buy	327,136 +59,889	+22%	+$2.53M	0.3%	109
2024 Q3	$12M	Sell	267,247 -5,716	-2%	-$239K	0.27%	117
2024 Q2	$11.3M	Buy	272,963 +1,646	+0.6%	+$66.3K	0.27%	112
2024 Q1	$11.4M	Buy	271,317 +66,125	+32%	+$2.67M	0.26%	115
2023 Q4	$7.74M	Buy	205,192 +23,203	+13%	+$821K	0.24%	116
2023 Q3	$5.9M	Sell	181,989 -7,462	-4%	-$252K	0.2%	127
2023 Q2	$7.05M	Buy	189,451 +12,222	+7%	+$452K	0.23%	117
2023 Q1	$6.89M	Buy	177,229 +55,076	+45%	+$2.17M	0.24%	114
2022 Q4	$4.81M	Buy	122,153 +46,254	+61%	+$1.74M	0.17%	137
2022 Q3	$2.88M	Buy	75,899 +21,560	+40%	+$960K	0.11%	185
2022 Q2	$2.76M	Buy	54,339 +326	+0.6%	+$16.5K	0.09%	187
2022 Q1	$2.75M	Sell	54,013 -18,375	-25%	-$973K	0.09%	169
2021 Q4	$3.76M	Sell	72,388 -485	-0.7%	-$25.3K	0.11%	150
2021 Q3	$3.94M	Buy	72,873 +42,840	+143%	+$2.37M	0.13%	147
2021 Q2	$1.68M	Sell	30,033 -29,268	-49%	-$1.68M	0.06%	228
2021 Q1	$3.45M	Buy	59,301 +18,300	+45%	+$1.03M	0.13%	152
2020 Q4	$2.41M	Buy	41,001 +11,755	+40%	+$698K	0.09%	193
2020 Q3	$1.74M	Buy	29,246 +22,712	+348%	+$1.32M	0.08%	211
2020 Q2	$360K	Sell	6,534 -4,265	-39%	-$240K	0.02%	451
2020 Q1	$580K	Sell	10,799 -64	-0.6%	-$3.66K	0.03%	375
2019 Q4	$667K	Sell	10,863 -3,533	-25%	-$213K	0.02%	410
2019 Q3	$869K	Buy	14,396 +364	+3%	+$21K	0.02%	407
2019 Q2	$802K	Sell	14,032 -23,520	-63%	-$1.36M	0.02%	456
2019 Q1	$2.22M	Buy	37,552 +3,989	+12%	+$226K	0.06%	320
2018 Q4	$1.89M	Sell	33,563 -9,972	-23%	-$566K	0.05%	358
2018 Q3	$2.32M	Sell	43,535 -4,376	-9%	-$232K	0.06%	349
2018 Q2	$2.41M	Sell	47,911 -2,528	-5%	-$122K	0.06%	340
2018 Q1	$2.41M	Sell	50,439 -33,266	-40%	-$1.67M	0.06%	352
2017 Q4	$4.43M	Buy	83,705 +20,463	+32%	+$1.01M	0.12%	246
2017 Q3	$3.13M	Buy	63,242 +2,007	+3%	+$94.4K	0.08%	305
2017 Q2	$2.73M	Buy	61,235 +15,856	+35%	+$739K	0.08%	322
2017 Q1	$2.21M	Buy	45,379 +3,851	+9%	+$193K	0.09%	213
2016 Q4	$2.22M	Sell	41,528 -11,114	-21%	-$555K	0.12%	177
2016 Q3	$2.74M	Buy	+52,642	New	+$2.83M	0.15%	165
2014 Q3	–	Sell	-17,791	Closed	-$871K	–	460
2014 Q2	$871K	Sell	17,791 -1,572	-8%	-$76.2K	0.06%	279
2014 Q1	$922K	Buy	+19,363	New	+$916K	0.06%	238

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

Curi RMB Capital's VZ Position: Q1 2026 in Review

Curi RMB Capital reduced its Verizon (VZ) stake by 7.6% in Q1 2026, selling an estimated $1.07M and leaving 279,993 shares worth $14.1M. The position accounts for 0.25% of the portfolio, ranked #102.

Curi RMB Capital first reported a position in VZ in Q1 2014 and has held it in 41 quarters since. The position peaked at $15.9M in Q2 2025. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Curi RMB Capital held 279,993 shares of Verizon worth $14.1M as of Q1 2026.
Curi RMB Capital sold 23,181 Verizon shares in Q1 2026, an estimated $1.07M.
Verizon made up 0.25% of Curi RMB Capital's portfolio in Q1 2026, its #102 holding.
Curi RMB Capital first reported a position in Verizon in Q1 2014 and has held it in 41 quarters since.
Curi RMB Capital's Verizon position peaked at $15.9M in Q2 2025.
3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.