Cascade Financial Partners’s AT&T T Stock Holding History

Cascade 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 Q1	$688K	Hold	23,719	–	–	0.07%	149
2025 Q4	$589K	Sell	23,719 -249	-1%	-$6.3K	0.06%	158
2025 Q3	$677K	Buy	23,968 +200	+0.8%	+$5.68K	0.08%	146
2025 Q2	$688K	Buy	23,768 +300	+1%	+$8.27K	0.08%	141
2025 Q1	$664K	Sell	23,468 -200	-0.8%	-$5.03K	0.08%	135
2024 Q4	$539K	Buy	23,668 +2,000	+9%	+$45K	0.07%	136
2024 Q3	$466K	Sell	21,668 -89	-0.4%	-$1.77K	0.06%	149
2024 Q2	$416K	Hold	21,757	–	–	0.05%	154
2024 Q1	$355K	Buy	+21,757	New	+$372K	0.05%	164

Other funds holding T

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Cascade Financial Partners's T Position: Q1 2026 in Review

Cascade Financial Partners held its AT&T (T) position steady in Q1 2026 at 23,719 shares worth $688K. The position accounts for 0.07% of the portfolio, ranked #149.

Cascade Financial Partners first reported a position in T in Q1 2024 and has held it in 9 quarters since. The position peaked at $688K in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

Cascade Financial Partners held 23,719 shares of AT&T worth $688K as of Q1 2026.
Cascade Financial Partners left its AT&T share count unchanged in Q1 2026.
AT&T made up 0.07% of Cascade Financial Partners's portfolio in Q1 2026, its #149 holding.
Cascade Financial Partners first reported a position in AT&T in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's AT&T position peaked at $688K in Q2 2025.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.