BFP
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Birchwood Financial Partners’s AT&T T Stock Holding History

Birchwood Financial Partners’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 		$27K Sell
1,306
-150
-10% -$3.72K 0.02% 221
2026
Q1 		$42.2K Buy
1,456
+150
+11% +$4.01K 0.04% 184
2025
Q4 		$32.4K Buy
+1,306
New +$33.1K 0.03% 207

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Birchwood Financial Partners's T Position: Q2 2026 in Review

Birchwood Financial Partners reduced its AT&T (T) stake by 10% in Q2 2026, selling an estimated $3.72K and leaving 1,306 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #221.

Birchwood Financial Partners first reported a position in T in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.2K in Q1 2026. 2,675 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Birchwood Financial Partners held 1,306 shares of AT&T worth $27K as of Q2 2026.
  • Birchwood Financial Partners sold 150 AT&T shares in Q2 2026, an estimated $3.72K.
  • AT&T made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #221 holding.
  • Birchwood Financial Partners first reported a position in AT&T in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's AT&T position peaked at $42.2K in Q1 2026.
  • 2,675 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.