Allied Private Wealth’s AT&T T Stock Holding History

Allied Private Wealth’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
2026 Q2	$344K	Buy	+16,297	New	+$404K	0.22%	84

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Allied Private Wealth's T Position: Q2 2026 in Review

Allied Private Wealth opened a new position in AT&T (T) in Q2 2026: 16,297 shares worth $344K. The stake represents 0.22% of the portfolio and ranks #84 among its holdings.

2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Allied Private Wealth held 16,297 shares of AT&T worth $344K as of Q2 2026.
AT&T was a new Allied Private Wealth position in Q2 2026.
AT&T made up 0.22% of Allied Private Wealth's portfolio in Q2 2026, its #84 holding.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.