BFG
T icon

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

Berger 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
Q1 		$7.95M Sell
274,390
-3,930
-1% -$105K 0.45% 44
2025
Q4 		$6.91M Buy
278,320
+2,228
+0.8% +$56.4K 0.4% 57
2025
Q3 		$7.8M Sell
276,092
-877
-0.3% -$24.9K 0.47% 45
2025
Q2 		$8.02M Sell
276,969
-321
-0.1% -$8.85K 0.52% 40
2025
Q1 		$7.84M Buy
277,290
+246,532
+802% +$6.2M 0.54% 38
2024
Q4 		$700K Sell
30,758
-249
-0.8% -$5.6K 0.05% 212
2024
Q3 		$682K Sell
31,007
-2,201
-7% -$43.8K 0.05% 191
2024
Q2 		$635K Sell
33,208
-443
-1% -$7.7K 0.05% 183
2024
Q1 		$592K Buy
33,651
+14,173
+73% +$242K 0.05% 188
2023
Q4 		$327K Buy
19,478
+2,149
+12% +$33.9K 0.03% 216
2023
Q3 		$260K Buy
17,329
+1,598
+10% +$23.4K 0.03% 229
2023
Q2 		$251K Sell
15,731
-1,206
-7% -$20.5K 0.03% 245
2023
Q1 		$326K Sell
16,937
-398
-2% -$7.61K 0.04% 201
2022
Q4 		$319K Sell
17,335
-985
-5% -$17.6K 0.04% 195
2022
Q3 		$281K Buy
18,320
+275
+2% +$5K 0.04% 191
2022
Q2 		$378K Sell
18,045
-9,864
-35% -$197K 0.06% 158
2022
Q1 		$498K Sell
27,909
-1,559
-5% -$28.8K 0.06% 148
2021
Q4 		$548K Buy
29,468
+7,437
+34% +$139K 0.07% 142
2021
Q3 		$449K Buy
22,031
+811
+4% +$17K 0.08% 126
2021
Q2 		$461K Sell
21,220
-124
-0.6% -$2.82K 0.08% 125
2021
Q1 		$488K Buy
21,344
+6,150
+40% +$136K 0.11% 111
2020
Q4 		$330K Buy
+15,194
New +$328K 0.06% 154

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berger Financial Group's T Position: Q1 2026 in Review

Berger Financial Group reduced its AT&T (T) stake by 1.4% in Q1 2026, selling an estimated $105K and leaving 274,390 shares worth $7.95M. The position accounts for 0.45% of the portfolio, ranked #44.

Berger Financial Group first reported a position in T in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.02M in Q2 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Berger Financial Group held 274,390 shares of AT&T worth $7.95M as of Q1 2026.
  • Berger Financial Group sold 3,930 AT&T shares in Q1 2026, an estimated $105K.
  • AT&T made up 0.45% of Berger Financial Group's portfolio in Q1 2026, its #44 holding.
  • Berger Financial Group first reported a position in AT&T in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's AT&T position peaked at $8.02M in Q2 2025.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.