BFG
T icon

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

Beacon Financial Group’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 		$358K Buy
17,292
+719
+4% +$17.8K 0.03% 296
2026
Q1 		$480K Buy
16,573
+711
+4% +$19K 0.05% 238
2025
Q4 		$394K Buy
15,862
+651
+4% +$16.5K 0.04% 256
2025
Q3 		$430K Buy
15,211
+13
+0.1% +$369 0.04% 243
2025
Q2 		$440K Buy
15,198
+222
+1% +$6.12K 0.05% 238
2025
Q1 		$424K Buy
14,976
+417
+3% +$10.5K 0.05% 236
2024
Q4 		$332K Sell
14,559
-1,371
-9% -$30.9K 0.04% 271
2024
Q3 		$350K Buy
15,930
+291
+2% +$5.79K 0.04% 261
2024
Q2 		$299K Sell
15,639
-180
-1% -$3.13K 0.03% 264
2024
Q1 		$278K Buy
15,819
+63
+0.4% +$1.08K 0.03% 281
2023
Q4 		$264K Sell
15,756
-85,456
-84% -$1.35M 0.03% 279
2023
Q3 		$1.5M Buy
101,212
+3,375
+3% +$49.5K 0.21% 112
2023
Q2 		$1.56M Sell
97,837
-150
-0.2% -$2.56K 0.21% 105
2023
Q1 		$1.92M Buy
97,987
+3,933
+4% +$75.2K 0.27% 94
2022
Q4 		$1.74M Buy
94,054
+1,016
+1% +$18.2K 0.24% 104
2022
Q3 		$1.45M Buy
93,038
+5,310
+6% +$96.6K 0.22% 101
2022
Q2 		$1.81M Sell
87,728
-24,598
-22% -$491K 0.27% 96
2022
Q1 		$2.03M Buy
112,326
+3,819
+4% +$70.7K 0.27% 91
2021
Q4 		$2.08M Sell
108,507
-65,864
-38% -$1.23M 0.27% 87
2021
Q3 		$3.61M Sell
174,371
-37,558
-18% -$789K 0.48% 67
2021
Q2 		$4.47M Buy
211,929
+17,374
+9% +$395K 0.63% 52
2021
Q1 		$4.25M Hold
194,555
– – 0.67% 48
2020
Q4 		$4.25M Sell
194,555
-4,723
-2% -$102K 0.67% 48
2020
Q3 		$4.29M Sell
199,278
-2,346
-1% -$52.4K 0.77% 40
2020
Q2 		$4.55M Buy
201,624
+4,694
+2% +$107K 0.88% 34
2020
Q1 		$4.5M Sell
196,930
-898
-0.5% -$24.5K 0.99% 29
2019
Q4 		$5.84M Buy
197,828
+8,865
+5% +$256K 0.73% 31
2019
Q3 		$5.34M Sell
188,963
-1,653
-0.9% -$43.8K 0.91% 32
2019
Q2 		$4.82M Sell
190,616
-1,703,121
-90% -$40.8M 0.82% 43
2019
Q1 		$4.4K Buy
1,893,737
+1,849,297
+4,161% +$42.5M 0.72% 42
2018
Q4 		$955K Sell
44,440
-5,594
-11% -$130K 0.18% 105
2018
Q3 		$1.27M Sell
50,034
-1,160
-2% -$28.4K 0.21% 89
2018
Q2 		$1.24M Buy
51,194
+1,069
+2% +$26.8K 0.21% 88
2018
Q1 		$1.35M Buy
50,125
+209
+0.4% +$5.82K 0.23% 86
2017
Q4 		$1.47M Sell
49,916
-12,962
-21% -$354K 0.26% 79
2017
Q3 		$1.86M Sell
62,878
-3,536
-5% -$100K 0.34% 65
2017
Q2 		$1.89M Sell
66,414
-1,331
-2% -$39.2K 0.36% 61
2017
Q1 		$2.14M Buy
67,745
+4,235
+7% +$133K 0.41% 60
2016
Q4 		$2.04M Sell
63,510
-1,273
-2% -$37.6K 0.42% 60
2016
Q3 		$1.99M Buy
64,783
+793
+1% +$25.1K 0.42% 60
2016
Q2 		$2.06M Sell
63,990
-2,994
-4% -$89.1K 0.45% 53
2016
Q1 		$1.99M Buy
66,984
+5,497
+9% +$152K 0.43% 58
2015
Q4 		$1.61M Buy
61,487
+15,330
+33% +$389K 0.37% 61
2015
Q3 		$1.12M Buy
46,157
+11,750
+34% +$300K 0.27% 70
2015
Q2 		$929K Sell
34,407
-1,643
-5% -$42.5K 0.2% 77
2015
Q1 		$898K Sell
36,050
-125,632
-78% -$3.19M 0.2% 77
2014
Q4 		$4.16M Sell
161,682
-443
-0.3% -$11.5K 0.86% 43
2014
Q3 		$4.31M Buy
162,125
+5,822
+4% +$155K 0.94% 37
2014
Q2 		$4.18M Buy
156,303
+7,297
+5% +$195K 0.92% 37
2014
Q1 		$3.95M Buy
149,006
+1,780
+1% +$44.7K 0.81% 38
2013
Q4 		$3.91M Buy
147,226
+11,807
+9% +$311K 0.75% 37
2013
Q3 		$3.48M Buy
+135,419
New +$3.56M 0.75% 40

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Beacon Financial Group's T Position: Q2 2026 in Review

Beacon Financial Group increased its AT&T (T) stake by 4.3% in Q2 2026, buying an estimated $17.8K and bringing the position to 17,292 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #296.

Beacon Financial Group first reported a position in T in Q3 2013 and has held it in 52 quarters since. The position peaked at $5.84M in Q4 2019. 1,275 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Beacon Financial Group held 17,292 shares of AT&T worth $358K as of Q2 2026.
  • Beacon Financial Group bought 719 AT&T shares in Q2 2026, an estimated $17.8K.
  • AT&T made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #296 holding.
  • Beacon Financial Group first reported a position in AT&T in Q3 2013 and has held it in 52 quarters since.
  • Beacon Financial Group's AT&T position peaked at $5.84M in Q4 2019.
  • 1,275 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.