Beacon Financial Advisory
T icon

Beacon Financial Advisory’s AT&T T Stock Holding History

Beacon Financial Advisory’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
Q3 		$924K Sell
37,852
-5,328
-12% -$129K 0.17% 150
2026
Q2 		$894K Buy
43,180
+8,782
+26% +$218K 0.18% 153
2026
Q1 		$997K Buy
34,398
+1,029
+3% +$27.5K 0.23% 114
2025
Q4 		$829K Sell
33,369
-17,953
-35% -$454K 0.19% 140
2025
Q3 		$1.45M Buy
51,322
+2,537
+5% +$72K 0.34% 73
2025
Q2 		$1.41M Buy
48,785
+19,561
+67% +$539K 0.37% 63
2025
Q1 		$826K Sell
29,224
-422
-1% -$10.6K 0.25% 109
2024
Q4 		$675K Sell
29,646
-60,367
-67% -$1.36M 0.22% 126
2024
Q3 		$1.98M Sell
90,013
-19,690
-18% -$392K 0.67% 28
2024
Q2 		$2.1M Buy
109,703
+16,227
+17% +$282K 0.78% 20
2024
Q1 		$1.65M Buy
93,476
+13,727
+17% +$234K 0.8% 21
2023
Q4 		$1.34M Sell
79,749
-1,302
-2% -$20.6K 0.65% 35
2023
Q3 		$1.22M Sell
81,051
-2,352
-3% -$34.5K 0.67% 36
2023
Q2 		$1.33M Buy
83,403
+8,051
+11% +$137K 0.76% 30
2023
Q1 		$1.45M Buy
75,352
+2,956
+4% +$56.5K 0.92% 22
2022
Q4 		$1.33M Buy
72,396
+4,052
+6% +$72.5K 0.95% 23
2022
Q3 		$1.05M Sell
68,344
-3,952
-5% -$71.9K 0.75% 36
2022
Q2 		$1.52M Sell
72,296
-23,985
-25% -$478K 0.86% 30
2022
Q1 		$1.72M Buy
96,281
+8,009
+9% +$148K 0.82% 29
2021
Q4 		$1.64M Sell
88,272
-3,749
-4% -$70.1K 0.76% 31
2021
Q3 		$1.88M Buy
92,021
+16,509
+22% +$347K 0.98% 26
2021
Q2 		$1.64M Buy
75,512
+8,537
+13% +$194K 0.88% 27
2021
Q1 		$1.53M Buy
66,975
+4,625
+7% +$102K 0.88% 25
2020
Q4 		$1.35M Buy
62,350
+24,063
+63% +$519K 0.88% 30
2020
Q3 		$824K Buy
38,287
+15,631
+69% +$349K 0.72% 36
2020
Q2 		$517K Buy
22,656
+2,318
+11% +$52.8K 0.56% 50
2020
Q1 		$447K Buy
20,338
+199
+1% +$5.44K 0.57% 56
2019
Q4 		$594K Buy
+20,139
New +$582K 0.51% 58

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Beacon Financial Advisory's T Position: Q3 2026 in Review

Beacon Financial Advisory reduced its AT&T (T) stake by 12% in Q3 2026, selling an estimated $129K and leaving 37,852 shares worth $924K. The position accounts for 0.17% of the portfolio, ranked #150.

Beacon Financial Advisory first reported a position in T in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.1M in Q2 2024. 1,368 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Beacon Financial Advisory held 37,852 shares of AT&T worth $924K as of Q3 2026.
  • Beacon Financial Advisory sold 5,328 AT&T shares in Q3 2026, an estimated $129K.
  • AT&T made up 0.17% of Beacon Financial Advisory's portfolio in Q3 2026, its #150 holding.
  • Beacon Financial Advisory first reported a position in AT&T in Q4 2019 and has held it in 28 quarters since.
  • Beacon Financial Advisory's AT&T position peaked at $2.1M in Q2 2024.
  • 1,368 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.