BFS
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Beacon Financial Strategies’s AT&T T Stock Holding History

Beacon Financial Strategies’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 		$57K Buy
2,753
+152
+6% +$3.77K 0.03% 88
2026
Q1 		$75.4K Hold
2,601
– – 0.04% 62
2025
Q4 		$64.6K Buy
+2,601
New +$65.8K 0.04% 67

Other funds holding T

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Beacon Financial Strategies increased its AT&T (T) stake by 5.8% in Q2 2026, buying an estimated $3.77K and bringing the position to 2,753 shares worth $57K. The position accounts for 0.03% of the portfolio, ranked #88.

Beacon Financial Strategies first reported a position in T in Q4 2025 and has held it in 3 quarters since. The position peaked at $75.4K in Q1 2026. 432 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Beacon Financial Strategies held 2,753 shares of AT&T worth $57K as of Q2 2026.
  • Beacon Financial Strategies bought 152 AT&T shares in Q2 2026, an estimated $3.77K.
  • AT&T made up 0.03% of Beacon Financial Strategies's portfolio in Q2 2026, its #88 holding.
  • Beacon Financial Strategies first reported a position in AT&T in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's AT&T position peaked at $75.4K in Q1 2026.
  • 432 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.