Roxbury Financial LLC VZ — VERIZON COMMUNICATIONS INC COM

Ownership history in Roxbury Financial LLC  ·  7 quarters on record

AI Ownership Summary

Roxbury Financial LLC reported VERIZON COMMUNICATIONS INC COM (VZ) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.19% in 2024 Q4. The latest visible filing shows VZ at 0.11% 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 Roxbury Financial LLC's position in VERIZON COMMUNICATIONS INC 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
2026 Q2

VZ was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q4

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 2026 Q2

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 Roxbury Financial LLC fund profile Roxbury Financial LLC full holdings
How Roxbury Financial LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,248 -78 -2.3% 0.11% $138K 2026-07-01 $41.99
2026 Q1 ADDED — — — 3,326 +13 +0.4% 0.15% $167K 2026-04-17 $46.55
2025 Q4 REDUCED 19.5% +25.4% ❌ 3,313 -802 -19.5% 0.12% $135K 2026-01-05 $38.96
2025 Q3 REDUCED 9.0% -6.3% ✅ 4,115 -406 -9.0% 0.17% $181K 2025-10-01 $41.73
2025 Q2 ADDED — — — 4,521 +22 +0.5% 0.19% $196K 2025-07-07 $40.10
2025 Q1 ADDED — — — 4,499 +30 +0.7% 0.19% $194K 2025-04-09 $39.55
2024 Q4 INITIATED — — — 4,469 — — 0.19% $198K 2025-01-30 $36.39

🏢 Other funds also holding VZ

As of 2026 Q2 — sorted by position size

SWP Investment Management LLC 1.64% Miller Global Investments, LLC 1.05% Adelphi Trust Co 0.16% First Nebraska Trust Co 0.15% First Financial Bank - Trust Division 3Y 7Y 0.05% EASTERN BANK 3Y 7Y 0.05%

FAQ About Roxbury Financial 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 Roxbury Financial LLC reported owning VZ?

Roxbury Financial LLC reported VZ across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

The largest reported portfolio weight for VZ was 0.19% in 2024 Q4.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2026 Q2, when Roxbury Financial LLC reported 3,248 shares, equal to 0.11% of portfolio, with an estimated market value of $138K.

What does the chart on this VZ ownership page compare?

The chart compares Roxbury Financial 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.

How well did Roxbury Financial LLC time their VZ position?

Based on 13F filing dates vs. subsequent VZ price moves, Roxbury Financial LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on VZ relative to SPY over the holding period was -6.0%.

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