Forum Private Client Group’s Verizon VZ Stock Holding History

Forum Private Client 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
2026 Q2	–	Sell	-4,091	Closed	-$205K	–	88
2026 Q1	$205K	Buy	+4,091	New	+$190K	0.07%	79

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forum Private Client Group's VZ Position: Q2 2026 in Review

Forum Private Client Group sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,091 shares — an estimated $205K sold.

Forum Private Client Group first reported a position in VZ in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 3,128 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Forum Private Client Group reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Forum Private Client Group sold 4,091 Verizon shares in Q2 2026, an estimated $205K.
Forum Private Client Group first reported a position in Verizon in Q1 2026 and held it in 1 quarter.
Forum Private Client Group's Verizon position peaked at $205K in Q1 2026.
3,128 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.