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Sara-Bay Financial’s Verizon VZ Stock Holding History

Sara-Bay Financial’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
-9,340
Closed -$404K – 88
2025
Q2 		$404K Sell
9,340
-118
-1% -$5.11K 0.14% 58
2025
Q1 		$425K Sell
9,458
-1,661
-15% -$69.1K 0.19% 55
2024
Q4 		$440K Sell
11,119
-2,961
-21% -$125K 0.16% 59
2024
Q3 		$632K Sell
14,080
-6,790
-33% -$283K 0.23% 47
2024
Q2 		$861K Buy
20,870
+4,468
+27% +$180K 0.35% 31
2024
Q1 		$693K Sell
16,402
-66
-0.4% -$2.66K 0.31% 38
2023
Q4 		$621K Sell
16,468
-270
-2% -$9.55K 0.3% 39
2023
Q3 		$542K Sell
16,738
-492
-3% -$16.6K 0.28% 41
2023
Q2 		$641K Sell
17,230
-590
-3% -$21.8K 0.31% 34
2023
Q1 		$693K Sell
17,820
-3,520
-16% -$139K 0.35% 30
2022
Q4 		$841K Sell
21,340
-194
-0.9% -$7.31K 0.47% 24
2022
Q3 		$818K Hold
21,534
– – 0.46% 24
2022
Q2 		$1.1M Sell
21,534
-85
-0.4% -$4.3K 0.53% 22
2022
Q1 		$1.1M Sell
21,619
-281
-1% -$14.9K 0.44% 22
2021
Q4 		$1.14M Sell
21,900
-672
-3% -$35.1K 0.34% 26
2021
Q3 		$1.22M Sell
22,572
-36
-0.2% -$1.99K 0.48% 20
2021
Q2 		$1.26M Sell
22,608
-657
-3% -$37.7K 0.48% 21
2021
Q1 		$1.35M Buy
23,265
+1,252
+6% +$70.7K 0.55% 22
2020
Q4 		$1.29M Buy
22,013
+1,621
+8% +$96.3K 0.58% 22
2020
Q3 		$1.21M Sell
20,392
-2,334
-10% -$136K 0.66% 22
2020
Q2 		$1.25M Buy
+22,726
New +$1.28M 0.72% 20

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

Sara-Bay Financial's VZ Position: Q3 2025 in Review

Sara-Bay Financial sold out of Verizon (VZ) in Q3 2025, closing a stake of 9,340 shares — an estimated $404K sold.

Sara-Bay Financial first reported a position in VZ in Q2 2020 and held it in 21 quarters. The position peaked at $1.35M in Q1 2021. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Sara-Bay Financial reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • Sara-Bay Financial sold 9,340 Verizon shares in Q3 2025, an estimated $404K.
  • Sara-Bay Financial first reported a position in Verizon in Q2 2020 and held it in 21 quarters.
  • Sara-Bay Financial's Verizon position peaked at $1.35M in Q1 2021.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Sara-Bay Financial's 13F filing for Q3 2025, filed 10 Oct 2025.