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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Carter Financial Group increased its AT&T (T) stake by 2.6% in Q2 2026, buying an estimated $8.74K and bringing the position to 13,638 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #101.

Carter Financial Group first reported a position in T in Q1 2022 and has held it in 6 quarters since. The position peaked at $385K in Q1 2026. 1,275 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Carter Financial Group held 13,638 shares of AT&T worth $282K as of Q2 2026.
  • Carter Financial Group bought 352 AT&T shares in Q2 2026, an estimated $8.74K.
  • AT&T made up 0.15% of Carter Financial Group's portfolio in Q2 2026, its #101 holding.
  • Carter Financial Group first reported a position in AT&T in Q1 2022 and has held it in 6 quarters since.
  • Carter Financial Group's AT&T position peaked at $385K in Q1 2026.
  • 1,275 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.