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Putney Financial Group’s Verizon VZ Stock Holding History

Putney 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
Q4 		– Sell
-5,102
Closed -$224K – 87
2025
Q3 		$224K Sell
5,102
-512
-9% -$22.2K 0.22% 73
2025
Q2 		$243K Sell
5,614
-1,015
-15% -$44K 0.25% 60
2025
Q1 		$301K Sell
6,629
-890
-12% -$37.1K 0.32% 52
2024
Q4 		$301K Buy
+7,519
New +$317K 0.27% 57

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Putney Financial Group's VZ Position: Q4 2025 in Review

Putney Financial Group sold out of Verizon (VZ) in Q4 2025, closing a stake of 5,102 shares — an estimated $224K sold.

Putney Financial Group first reported a position in VZ in Q4 2024 and held it in 4 quarters. The position peaked at $301K in Q1 2025. 3,108 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

  • Putney Financial Group reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
  • Putney Financial Group sold 5,102 Verizon shares in Q4 2025, an estimated $224K.
  • Putney Financial Group first reported a position in Verizon in Q4 2024 and held it in 4 quarters.
  • Putney Financial Group's Verizon position peaked at $301K in Q1 2025.
  • 3,108 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Putney Financial Group's 13F filing for Q4 2025, filed 23 Jan 2026.