Confluence Wealth Services, Inc.
Position in VZ — Verizon Communications Inc
CIK 1910411
MCMURRAY, PA
Position in VZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,489,380
+$63,566 QoQ
Shares Held
58,795
+21.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#984
of 3,107 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $5,598,236 across 4 Telecom Services names. VZ ranks #1 (44.5% of the industry book) .
All Filings in VZ
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,489,380 | 58,795 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,425,814 | 48,323 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,964,204 | 48,225 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,468,100 | 56,157 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,415,417 | 55,822 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,684,540 | 59,183 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,410,957 | 60,289 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,891,081 | 64,375 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,667,815 | 64,690 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,493,179 | 59,418 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,309,049 | 61,248 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,137,374 | 65,948 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,663,808 | 71,627 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,818,863 | 72,483 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,730,932 | 69,313 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,298,286 | 60,529 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,843,145 | 75,727 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,853,458 | 75,647 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,908,691 | 75,225 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||