Allegiance Financial Group Advisory Services’s AT&T T Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,695	Closed	-$396K	–	176
2025 Q2	$396K	Buy	13,695 +215	+2%	+$5.92K	0.11%	82
2025 Q1	$381K	Buy	+13,480	New	+$339K	0.12%	70
2024 Q4	–	Sell	-13,537	Closed	-$298K	–	119
2024 Q3	$298K	Buy	+13,537	New	+$269K	0.1%	58

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allegiance Financial Group Advisory Services's T Position: Q3 2025 in Review

Allegiance Financial Group Advisory Services sold out of AT&T (T) in Q3 2025, closing a stake of 13,695 shares — an estimated $396K sold.

Allegiance Financial Group Advisory Services first reported a position in T in Q3 2024 and held it in 3 quarters. The position peaked at $396K in Q2 2025. 2,862 funds tracked by Wall St. Rank hold T as of Q3 2025.

Allegiance Financial Group Advisory Services reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
Allegiance Financial Group Advisory Services sold 13,695 AT&T shares in Q3 2025, an estimated $396K.
Allegiance Financial Group Advisory Services first reported a position in AT&T in Q3 2024 and held it in 3 quarters.
Allegiance Financial Group Advisory Services's AT&T position peaked at $396K in Q2 2025.
2,862 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q3 2025, filed 30 Oct 2025.