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

Capital 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	$858K	Buy	41,472 +24,232	+141%	+$601K	0.45%	58
2026 Q1	$500K	Sell	17,240 -1,200	-7%	-$32.1K	0.27%	73
2025 Q4	$458K	Buy	+18,440	New	+$467K	0.26%	79

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Capital Financial Group increased its AT&T (T) stake by 141% in Q2 2026, buying an estimated $601K and bringing the position to 41,472 shares worth $858K. The position accounts for 0.45% of the portfolio, ranked #58.

Capital Financial Group first reported a position in T in Q4 2025 and has held it in 3 quarters since. 2,672 funds tracked by Wall St. Rank hold T as of Q2 2026.

Capital Financial Group held 41,472 shares of AT&T worth $858K as of Q2 2026.
Capital Financial Group bought 24,232 AT&T shares in Q2 2026, an estimated $601K.
AT&T made up 0.45% of Capital Financial Group's portfolio in Q2 2026, its #58 holding.
Capital Financial Group first reported a position in AT&T in Q4 2025 and has held it in 3 quarters since.
2,672 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.