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Fiduciary Financial Group’s Verizon VZ Stock Holding History

Fiduciary Financial Group’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
Q2 		– Sell
-6,431
Closed -$276K – 321
2025
Q1 		$276K Sell
6,431
-442
-6% -$18.4K 0.06% 206
2024
Q4 		$260K Sell
6,873
-32
-0.5% -$1.35K 0.06% 233
2024
Q3 		$304K Buy
6,905
+555
+9% +$23.2K 0.07% 202
2024
Q2 		$263K Buy
+6,350
New +$256K 0.06% 218

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fiduciary Financial Group's VZ Position: Q2 2025 in Review

Fiduciary Financial Group sold out of Verizon (VZ) in Q2 2025, closing a stake of 6,431 shares — an estimated $276K sold.

Fiduciary Financial Group first reported a position in VZ in Q2 2024 and held it in 4 quarters. The position peaked at $304K in Q3 2024. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Fiduciary Financial Group reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 6,431 Verizon shares in Q2 2025, an estimated $276K.
  • Fiduciary Financial Group first reported a position in Verizon in Q2 2024 and held it in 4 quarters.
  • Fiduciary Financial Group's Verizon position peaked at $304K in Q3 2024.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Fiduciary Financial Group's 13F filing for Q2 2025, filed 3 Jul 2025.