ORRSTOWN FINANCIAL SERVICES INC VZ — VERIZON COMMUNICATIONS COM

Ownership history in ORRSTOWN FINANCIAL SERVICES INC  ·  63 quarters on record

AI Ownership Summary

ORRSTOWN FINANCIAL SERVICES INC reported VERIZON COMMUNICATIONS COM (VZ) in 63 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.29% in 2023 Q4. The latest visible filing shows VZ at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ORRSTOWN FINANCIAL SERVICES INC's position in VERIZON COMMUNICATIONS COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VZ was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VZ stock page ORRSTOWN FINANCIAL SERVICES INC fund profile ORRSTOWN FINANCIAL SERVICES INC full holdings
How ORRSTOWN FINANCIAL SERVICES INC held VZ — position size vs. price
% of Fund (quarterly)    VZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 20.3% -6.3% ✅ 9,876 -2,516 -20.3% 0.07% $434K 2025-10-10 $38.59
2025 Q2 ADDED — — — 12,392 +2,716 +28.1% 0.11% $536K 2025-07-11 $39.62
2025 Q1 REDUCED 11.2% -3.1% ✅ 9,676 -1,223 -11.2% 0.10% $439K 2025-04-14 $41.50
2024 Q4 REDUCED 39.7% +15.4% ❌ 10,899 -7,164 -39.7% 0.12% $436K 2025-01-23 $36.13
2024 Q3 ADDED — — — 18,063 +10,892 +151.9% 0.24% $811K 2024-10-24 $37.93
2024 Q2 REDUCED — — — 7,171 -321 -4.3% 0.16% $296K 2024-07-12 $36.96
2024 Q1 REDUCED 21.4% +1.1% ❌ 7,492 -2,042 -21.4% 0.18% $314K 2024-04-04 $36.67
2023 Q4 REDUCED 11.1% +14.1% ❌ 9,534 -1,194 -11.1% 0.29% $359K 2024-01-11 $32.74
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VZ

As of 2026 Q1 — sorted by position size

WILSEY ASSET MANAGEMENT INC 3Y 7Y 7.16% Dupree Financial Group, LLC 5.86% Drum Hill Capital, LLC 4.41% Slocum, Gordon & Co LLP 4.11% Asset Management Advisors, LLC 3Y 7Y 3.65% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 3.63% Rempart Asset Management Inc. 3Y 3.26% Keystone Financial Planning, Inc. 3Y 7Y 3.2% CFC Planning Co LLC 3.14% Griffith & Werner, Inc. 2.88%

FAQ About ORRSTOWN FINANCIAL SERVICES INC and VZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has ORRSTOWN FINANCIAL SERVICES INC reported owning VZ?

ORRSTOWN FINANCIAL SERVICES INC reported VZ across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VZ position in ORRSTOWN FINANCIAL SERVICES INC's portfolio?

The largest reported portfolio weight for VZ was 0.29% in 2023 Q4.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2025 Q3, when ORRSTOWN FINANCIAL SERVICES INC reported 9,876 shares, equal to 0.07% of portfolio, with an estimated market value of $434K.

What does the chart on this VZ ownership page compare?

The chart compares ORRSTOWN FINANCIAL SERVICES INC's quarterly VZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ORRSTOWN FINANCIAL SERVICES INC time their VZ position?

Based on 13F filing dates vs. subsequent VZ price moves, ORRSTOWN FINANCIAL SERVICES INC correctly timed 25 out of 62 reported position changes (40%). The annualised alpha on VZ relative to SPY over the holding period was -9.4%.

← Back to ORRSTOWN FINANCIAL SERVICES INC Holdings