Carter Financial Group
T icon

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

Carter 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 		$252K Sell
10,325
-3,313
-24% -$79.9K 0.13% 112
2026
Q2 		$282K Buy
13,638
+352
+3% +$8.74K 0.15% 101
2026
Q1 		$385K Sell
13,286
-379
-3% -$10.1K 0.24% 68
2025
Q4 		$339K Buy
13,665
+905
+7% +$22.9K 0.2% 85
2025
Q3 		$360K Buy
12,760
+2,773
+28% +$78.7K 0.22% 73
2025
Q2 		$289K Buy
+9,987
New +$275K 0.19% 83
2022
Q1 		$363K Buy
+20,350
New +$377K 0.49% 28

Other funds holding T

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

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

Carter Financial Group reduced its AT&T (T) stake by 24% in Q3 2026, selling an estimated $79.9K and leaving 10,325 shares worth $252K. The position accounts for 0.13% of the portfolio, ranked #112.

Carter Financial Group first reported a position in T in Q1 2022 and has held it in 7 quarters since. The position peaked at $385K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Carter Financial Group held 10,325 shares of AT&T worth $252K as of Q3 2026.
  • Carter Financial Group sold 3,313 AT&T shares in Q3 2026, an estimated $79.9K.
  • AT&T made up 0.13% of Carter Financial Group's portfolio in Q3 2026, its #112 holding.
  • Carter Financial Group first reported a position in AT&T in Q1 2022 and has held it in 7 quarters since.
  • Carter Financial Group's AT&T position peaked at $385K in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.