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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
Q2 		$781K Buy
37,743
+336
+0.9% +$8.34K 0.11% 161
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 0.3% 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Balboa Wealth Partners's T Position: Q2 2026 in Review

Balboa Wealth Partners increased its AT&T (T) stake by 0.9% in Q2 2026, buying an estimated $8.34K and bringing the position to 37,743 shares worth $781K. The position accounts for 0.11% of the portfolio, ranked #161.

Balboa Wealth Partners first reported a position in T in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.62M in Q1 2023. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Balboa Wealth Partners held 37,743 shares of AT&T worth $781K as of Q2 2026.
  • Balboa Wealth Partners bought 336 AT&T shares in Q2 2026, an estimated $8.34K.
  • AT&T made up 0.11% of Balboa Wealth Partners's portfolio in Q2 2026, its #161 holding.
  • Balboa Wealth Partners first reported a position in AT&T in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's AT&T position peaked at $1.62M in Q1 2023.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.