CFP
T icon

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
Q2 		$485K Sell
23,417
-302
-1% -$7.5K 0.04% 176
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cascade Financial Partners's T Position: Q2 2026 in Review

Cascade Financial Partners reduced its AT&T (T) stake by 1.3% in Q2 2026, selling an estimated $7.5K and leaving 23,417 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #176.

Cascade Financial Partners first reported a position in T in Q1 2024 and has held it in 10 quarters since. The position peaked at $688K in Q2 2025. 2,693 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Cascade Financial Partners held 23,417 shares of AT&T worth $485K as of Q2 2026.
  • Cascade Financial Partners sold 302 AT&T shares in Q2 2026, an estimated $7.5K.
  • AT&T made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #176 holding.
  • Cascade Financial Partners first reported a position in AT&T in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's AT&T position peaked at $688K in Q2 2025.
  • 2,693 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.