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Greystone Financial Group’s Verizon VZ Stock Holding History

Greystone 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
Q1 		– Sell
-190,132
Closed -$7.6M – 108
2024
Q4 		$7.6M Buy
190,132
+38,655
+26% +$1.63M 1.32% 32
2024
Q3 		$6.8M Buy
151,477
+3,684
+2% +$154K 1.22% 34
2024
Q2 		$6.09M Buy
147,793
+24
+0% +$967 1.19% 38
2024
Q1 		$6.2M Sell
147,769
-4,089
-3% -$165K 1.24% 34
2023
Q4 		$5.73M Sell
151,858
-6,797
-4% -$240K 1.33% 34
2023
Q3 		$5.14M Sell
158,655
-36,149
-19% -$1.22M 1.28% 33
2023
Q2 		$7.24M Sell
194,804
-1,324
-0.7% -$49K 1.68% 27
2023
Q1 		$7.63M Buy
+196,128
New +$7.73M 1.92% 20
2022
Q4 		– Sell
-154,605
Closed -$5.87M – 81
2022
Q3 		$5.87M Buy
154,605
+2,766
+2% +$123K 1.99% 32
2022
Q2 		$7.71M Buy
151,839
+2,653
+2% +$134K 2.4% 21
2022
Q1 		$7.6M Buy
149,186
+13,428
+10% +$711K 1.92% 32
2021
Q4 		$7.05M Buy
135,758
+32,718
+32% +$1.71M 1.69% 37
2021
Q3 		$5.57M Sell
103,040
-19,807
-16% -$1.1M 1.65% 23
2021
Q2 		$6.88M Buy
122,847
+917
+0.8% +$52.6K 1.71% 32
2021
Q1 		$7.14M Buy
121,930
+19,321
+19% +$1.09M 1.79% 24
2020
Q4 		$5.65M Buy
+102,609
New +$6.09M 1.54% 30

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greystone Financial Group's VZ Position: Q1 2025 in Review

Greystone Financial Group sold out of Verizon (VZ) in Q1 2025, closing a stake of 190,132 shares — an estimated $7.6M sold.

Greystone Financial Group first reported a position in VZ in Q4 2020 and held it in 16 quarters. The position peaked at $7.71M in Q2 2022. 3,051 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Greystone Financial Group reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
  • Greystone Financial Group sold 190,132 Verizon shares in Q1 2025, an estimated $7.6M.
  • Greystone Financial Group first reported a position in Verizon in Q4 2020 and held it in 16 quarters.
  • Greystone Financial Group's Verizon position peaked at $7.71M in Q2 2022.
  • 3,051 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Greystone Financial Group's 13F filing for Q1 2025, filed 14 Apr 2025.