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Barnes Pettey Financial Advisors’s AT&T T Stock Holding History

Barnes Pettey Financial Advisors’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 		$222K Buy
10,725
+2,771
+35% +$68.8K 0.07% 162
2026
Q1 		$231K Buy
+7,954
New +$212K 0.1% 144
2025
Q4 		– Sell
-7,987
Closed -$226K – 145
2025
Q3 		$226K Buy
+7,987
New +$227K 0.12% 120

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Barnes Pettey Financial Advisors's T Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its AT&T (T) stake by 35% in Q2 2026, buying an estimated $68.8K and bringing the position to 10,725 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #162.

Barnes Pettey Financial Advisors first reported a position in T in Q3 2025 and has held it in 3 quarters since. The position peaked at $231K in Q1 2026. 1,429 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Barnes Pettey Financial Advisors held 10,725 shares of AT&T worth $222K as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 2,771 AT&T shares in Q2 2026, an estimated $68.8K.
  • AT&T made up 0.07% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #162 holding.
  • Barnes Pettey Financial Advisors first reported a position in AT&T in Q3 2025 and has held it in 3 quarters since.
  • Barnes Pettey Financial Advisors's AT&T position peaked at $231K in Q1 2026.
  • 1,429 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.