Birch Financial Group
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
Q3 		$1.13M Sell
46,285
-9,754
-17% -$235K 0.53% 35
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Birch Financial Group's T Position: Q3 2026 in Review

Birch Financial Group reduced its AT&T (T) stake by 17% in Q3 2026, selling an estimated $235K and leaving 46,285 shares worth $1.13M. The position accounts for 0.53% of the portfolio, ranked #35.

Birch Financial Group first reported a position in T in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q1 2026. 1,926 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Birch Financial Group held 46,285 shares of AT&T worth $1.13M as of Q3 2026.
  • Birch Financial Group sold 9,754 AT&T shares in Q3 2026, an estimated $235K.
  • AT&T made up 0.53% of Birch Financial Group's portfolio in Q3 2026, its #35 holding.
  • Birch Financial Group first reported a position in AT&T in Q4 2024 and has held it in 8 quarters since.
  • Birch Financial Group's AT&T position peaked at $1.58M in Q1 2026.
  • 1,926 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.