BFG
T icon

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

Birch 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 		$1.16M Buy
56,039
+1,433
+3% +$35.6K 0.6% 35
2026
Q1 		$1.58M Sell
54,606
-6,294
-10% -$168K 0.92% 25
2025
Q4 		$1.51M Buy
60,900
+10,974
+22% +$278K 0.86% 27
2025
Q3 		$1.41M Buy
49,926
+3,878
+8% +$110K 0.83% 28
2025
Q2 		$1.33M Buy
46,048
+19,356
+73% +$533K 1.07% 21
2025
Q1 		$755K Buy
26,692
+3,635
+16% +$91.4K 0.67% 33
2024
Q4 		$525K Buy
+23,057
New +$519K 0.59% 33

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

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

Birch Financial Group increased its AT&T (T) stake by 2.6% in Q2 2026, buying an estimated $35.6K and bringing the position to 56,039 shares worth $1.16M. The position accounts for 0.6% of the portfolio, ranked #35.

Birch Financial Group first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q1 2026. 1,744 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Birch Financial Group held 56,039 shares of AT&T worth $1.16M as of Q2 2026.
  • Birch Financial Group bought 1,433 AT&T shares in Q2 2026, an estimated $35.6K.
  • AT&T made up 0.6% of Birch Financial Group's portfolio in Q2 2026, its #35 holding.
  • Birch Financial Group first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's AT&T position peaked at $1.58M in Q1 2026.
  • 1,744 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.