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Socha Financial Group’s Verizon VZ Stock Holding History

Socha 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
-8,926
Closed -$392K – 24
2025
Q3 		$392K Hold
8,926
– – 0.17% 13
2025
Q2 		$386K Sell
8,926
-489
-5% -$21.2K 0.17% 13
2025
Q1 		$427K Buy
9,415
+160
+2% +$6.66K 0.21% 15
2024
Q4 		$370K Hold
9,255
– – 0.17% 17
2024
Q3 		$416K Buy
9,255
+270
+3% +$11.3K 0.18% 13
2024
Q2 		$371K Sell
8,985
-950
-10% -$38.3K 0.17% 12
2024
Q1 		$417K Buy
9,935
+289
+3% +$11.7K 0.18% 18
2023
Q4 		$364K Sell
9,646
-186
-2% -$6.58K 0.17% 19
2023
Q3 		$319K Buy
9,832
+1,500
+18% +$50.7K 0.17% 18
2023
Q2 		$310K Buy
8,332
+2,156
+35% +$79.8K 0.16% 19
2023
Q1 		$240K Buy
+6,176
New +$244K 0.16% 20

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

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

Socha Financial Group sold out of Verizon (VZ) in Q4 2025, closing a stake of 8,926 shares — an estimated $392K sold.

Socha Financial Group first reported a position in VZ in Q1 2023 and held it in 11 quarters. The position peaked at $427K in Q1 2025. 3,108 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

  • Socha Financial Group reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
  • Socha Financial Group sold 8,926 Verizon shares in Q4 2025, an estimated $392K.
  • Socha Financial Group first reported a position in Verizon in Q1 2023 and held it in 11 quarters.
  • Socha Financial Group's Verizon position peaked at $427K in Q1 2025.
  • 3,108 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Socha Financial Group's 13F filing for Q4 2025, filed 30 Jan 2026.