RBWA
VZ icon

RFG - Bristol Wealth Advisors’s Verizon VZ Stock Holding History

RFG - Bristol Wealth Advisors’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
-5,254
Closed -$227K – 187
2025
Q2 		$227K Buy
5,254
+1
+0% +$43 0.07% 162
2025
Q1 		$238K Buy
5,253
+230
+5% +$9.57K 0.08% 152
2024
Q4 		$201K Buy
+5,023
New +$212K 0.07% 154

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RFG - Bristol Wealth Advisors's VZ Position: Q3 2025 in Review

RFG - Bristol Wealth Advisors sold out of Verizon (VZ) in Q3 2025, closing a stake of 5,254 shares — an estimated $227K sold.

RFG - Bristol Wealth Advisors first reported a position in VZ in Q4 2024 and held it in 3 quarters. The position peaked at $238K in Q1 2025. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • RFG - Bristol Wealth Advisors reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • RFG - Bristol Wealth Advisors sold 5,254 Verizon shares in Q3 2025, an estimated $227K.
  • RFG - Bristol Wealth Advisors first reported a position in Verizon in Q4 2024 and held it in 3 quarters.
  • RFG - Bristol Wealth Advisors's Verizon position peaked at $238K in Q1 2025.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.