Private Client Services’s Verizon VZ Stock Holding History

Private Client Services’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 Q3	–	Sell	-8,752	Closed	-$379K	–	219
2025 Q2	$379K	Buy	+8,752	New	+$379K	0.15%	131

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Client Services's VZ Position: Q3 2025 in Review

Private Client Services sold out of Verizon (VZ) in Q3 2025, closing a stake of 8,752 shares — an estimated $379K sold.

Private Client Services first reported a position in VZ in Q2 2025 and held it in 1 quarter. The position peaked at $379K in Q2 2025. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

Private Client Services reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
Private Client Services sold 8,752 Verizon shares in Q3 2025, an estimated $379K.
Private Client Services first reported a position in Verizon in Q2 2025 and held it in 1 quarter.
Private Client Services's Verizon position peaked at $379K in Q2 2025.
3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Private Client Services's 13F filing for Q3 2025, filed 14 Oct 2025.