Balboa Wealth Partners’s AT&T T Stock Holding History

Balboa Wealth Partners’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 Q1	$1.08M	Buy	37,407 +4,780	+15%	+$128K	0.18%	97
2025 Q4	$810K	Sell	32,627 -8,244	-20%	-$209K	0.13%	123
2025 Q3	$1.15M	Sell	40,871 -13,516	-25%	-$384K	0.2%	80
2025 Q2	$1.57M	Buy	54,387 +12,414	+30%	+$342K	0.32%	61
2025 Q1	$1.19M	Buy	41,973 +911	+2%	+$22.9K	0.29%	68
2024 Q4	$935K	Sell	41,062 -15,698	-28%	-$353K	0.21%	83
2024 Q3	$1.25M	Sell	56,760 -5,261	-8%	-$105K	0.31%	62
2024 Q2	$1.19M	Buy	62,021 +3,251	+6%	+$56.5K	0.31%	60
2024 Q1	$1.03M	Sell	58,770 -2,376	-4%	-$40.6K	0.33%	60
2023 Q4	$1.03M	Sell	61,146 -1,632	-3%	-$25.8K	0.34%	54
2023 Q3	$943K	Sell	62,778 -21,818	-26%	-$320K	0.35%	48
2023 Q2	$1.35M	Buy	84,596 +687	+0.8%	+$11.7K	0.47%	34
2023 Q1	$1.62M	Buy	83,909 +6,904	+9%	+$132K	0.61%	26
2022 Q4	$1.42M	Sell	77,005 -6,661	-8%	-$119K	0.64%	29
2022 Q3	$1.28M	Buy	+83,666	New	+$1.52M	0.56%	33

Other funds holding T

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Newport Trust Company

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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