Sienna Gestion VZ — VERIZON COM. INC

Ownership history in Sienna Gestion  ·  8 quarters on record

AI Ownership Summary

Sienna Gestion reported VERIZON COM. INC (VZ) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.83% in 2025 Q3. The latest visible filing shows VZ at 0.75% 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 Sienna Gestion's position in VERIZON COM. INC, 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 Q4

VZ was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 Sienna Gestion fund profile Sienna Gestion full holdings
How Sienna Gestion 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 Q4 ADDED — — — 310,811 +14,210 +4.8% 0.75% $12.6M 2026-02-14 (Est.) $48.28
2025 Q3 ADDED — — — 296,601 +48,960 +19.8% 0.83% $11.9M 2025-11-13 $39.81
2025 Q2 ADDED — — — 247,641 +23,252 +10.4% 0.67% $9.8M 2025-08-06 $40.32
2025 Q1 REDUCED 8.2% -3.1% ✅ 224,389 -19,937 -8.2% 0.80% $9.9M 2025-05-13 $39.96
2024 Q4 UNCHANGED — — — 244,326 — 0% 0.66% $9.8M 2025-02-10 $36.84
2024 Q3 ADDED — — — 244,326 +48,681 +24.9% 0.73% $10.9M 2024-11-14 $37.03
2024 Q2 ADDED — — — 195,645 +6,190 +3.3% 0.72% $8.1M 2024-08-12 $36.16
2024 Q1 INITIATED — — — 189,455 — — 0.09% $7.9M 2024-05-10 $35.46

🏢 Other funds also holding VZ

As of 2026 Q1 — sorted by position size

Almanack Investment Partners, LLC. 3Y 7Y 7.93% WILSEY ASSET MANAGEMENT INC 3Y 7Y 7.16% Credit Capital Investments LLC 3Y 7Y 6.46% Patrick Mauro Investment Advisor, INC. 3Y 6.19% Dupree Financial Group, LLC 5.86% EQUITY INVESTMENT CORP 3Y 7Y 4.52% 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%

FAQ About Sienna Gestion and VZ

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

How long has Sienna Gestion reported owning VZ?

Sienna Gestion reported VZ across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported VZ position in Sienna Gestion's portfolio?

The largest reported portfolio weight for VZ was 0.83% in 2025 Q3.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2025 Q4, when Sienna Gestion reported 310,811 shares, equal to 0.75% of portfolio, with an estimated market value of $12.6M.

What does the chart on this VZ ownership page compare?

The chart compares Sienna Gestion'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 Sienna Gestion time their VZ position?

Based on 13F filing dates vs. subsequent VZ price moves, Sienna Gestion correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on VZ relative to SPY over the holding period was +1.0%.

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