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Belleair Asset Management’s AT&T T Stock Holding History

Belleair Asset Management’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 		$232K Sell
11,210
-300
-3% -$7.45K 0.2% 78
2026
Q1 		$334K Sell
11,510
-1,125
-9% -$30.1K 0.3% 61
2025
Q4 		$314K Buy
+12,635
New +$320K 0.3% 63

Other funds holding T

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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 22.96% 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
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

Belleair Asset Management's T Position: Q2 2026 in Review

Belleair Asset Management reduced its AT&T (T) stake by 2.6% in Q2 2026, selling an estimated $7.45K and leaving 11,210 shares worth $232K. The position accounts for 0.2% of the portfolio, ranked #78.

Belleair Asset Management first reported a position in T in Q4 2025 and has held it in 3 quarters since. The position peaked at $334K in Q1 2026. 1,627 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Belleair Asset Management held 11,210 shares of AT&T worth $232K as of Q2 2026.
  • Belleair Asset Management sold 300 AT&T shares in Q2 2026, an estimated $7.45K.
  • AT&T made up 0.2% of Belleair Asset Management's portfolio in Q2 2026, its #78 holding.
  • Belleair Asset Management first reported a position in AT&T in Q4 2025 and has held it in 3 quarters since.
  • Belleair Asset Management's AT&T position peaked at $334K in Q1 2026.
  • 1,627 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.