VZ β€” VERIZON COMMUNICATIONS

Ownership history in Putney Financial Group LLC  Β·  4 quarters on record

AI Ownership Summary

Putney Financial Group LLC reported VERIZON COMMUNICATIONS (VZ) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.32% in 2025 Q1. The latest visible filing shows VZ at 0.22% 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.

What this VZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Putney Financial Group LLC's position in VERIZON COMMUNICATIONS, 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 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q1

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

Time in book
Holding Window
2024 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.

How Putney Financial Group LLC held VZ β€” position size vs. price
% of Fund (quarterly)    VZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,102 -512 -9.1% 0.22% $224K 2025-11-07 $39.35
2025 Q2 REDUCED 5,614 -1,015 -15.3% 0.24% $243K 2025-08-04 $41.50
2025 Q1 REDUCED 6,629 -890 -11.8% 0.32% $301K 2025-04-22 $41.07
2024 Q4 INITIATED 7,519 β€” β€” 0.27% $301K 2025-02-21 $40.02

🏒 Other funds also holding VZ

As of 2026 Q1 β€” sorted by position size

Employees Provident Fund Board 2.15% Hamrick Investment Counsel, llc 0.7%

FAQ About Putney Financial Group LLC and VZ

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

How long has Putney Financial Group LLC reported owning VZ?

Putney Financial Group LLC reported VZ across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported VZ position in Putney Financial Group LLC's portfolio?

The largest reported portfolio weight for VZ was 0.32% in 2025 Q1.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2025 Q3, when Putney Financial Group LLC reported 5,102 shares, equal to 0.22% of portfolio, with an estimated market value of $224K.

What does the chart on this VZ ownership page compare?

The chart compares Putney Financial Group LLC'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.

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