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Beacon Investment Advisory Services’s AT&T T Stock Holding History

Beacon Investment Advisory Services’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
2017
Q4 		– Sell
-46,340
Closed -$1.36M – 265
2017
Q3 		$1.36M Buy
+46,340
New +$1.32M 0.12% 114

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Citigroup
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Robeco Institutional Asset Management
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AssetMark Inc
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Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 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

Beacon Investment Advisory Services's T Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its AT&T (T) stake by 21% in Q2 2026, buying an estimated $181K and bringing the position to 42,588 shares worth $882K. The position accounts for 0.03% of the portfolio, ranked #146.

Beacon Investment Advisory Services first reported a position in T in Q2 2015 and has held it in 45 quarters since. The position peaked at $6.85M in Q3 2017. 1,544 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Beacon Investment Advisory Services held 42,588 shares of AT&T worth $882K as of Q2 2026.
  • Beacon Investment Advisory Services bought 7,311 AT&T shares in Q2 2026, an estimated $181K.
  • AT&T made up 0.03% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #146 holding.
  • Beacon Investment Advisory Services first reported a position in AT&T in Q2 2015 and has held it in 45 quarters since.
  • Beacon Investment Advisory Services's AT&T position peaked at $6.85M in Q3 2017.
  • 1,544 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.