Briaud Financial Planning’s AT&T T Stock Holding History

Briaud Financial Planning’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
2025 Q3	–	Sell	-5,882	Closed	-$170K	–	304
2025 Q2	$170K	Buy	5,882 +974	+20%	+$26.8K	0.07%	48
2025 Q1	$138K	Hold	4,908	–	–	0.05%	47
2024 Q4	$111K	Hold	4,908	–	–	0.05%	44
2024 Q3	$107K	Hold	4,908	–	–	0.06%	38
2024 Q2	$93K	Sell	4,908 -103	-2%	-$1.79K	0.05%	39
2024 Q1	$89K	Buy	+5,011	New	+$85.6K	0.05%	43
2023 Q4	–	Sell	-5,196	Closed	-$78K	–	147
2023 Q3	$78K	Buy	+5,196	New	+$76.2K	0.06%	48
2020 Q4	–	Sell	-10,791	Closed	-$232K	–	22
2020 Q3	$232K	Sell	10,791 -124	-1%	-$2.77K	0.17%	15
2020 Q2	$249K	Buy	10,915 +303	+3%	+$6.9K	0.19%	14
2020 Q1	$234K	Hold	10,612	–	–	0.34%	12
2019 Q4	$313K	Buy	+10,612	New	+$306K	0.32%	14

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Briaud Financial Planning's T Position: Q3 2025 in Review

Briaud Financial Planning sold out of AT&T (T) in Q3 2025, closing a stake of 5,882 shares — an estimated $170K sold.

Briaud Financial Planning first reported a position in T in Q4 2019 and held it in 11 quarters. The position peaked at $313K in Q4 2019. 2,861 funds tracked by Wall St. Rank hold T as of Q3 2025.

Briaud Financial Planning reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 5,882 AT&T shares in Q3 2025, an estimated $170K.
Briaud Financial Planning first reported a position in AT&T in Q4 2019 and held it in 11 quarters.
Briaud Financial Planning's AT&T position peaked at $313K in Q4 2019.
2,861 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.