Cassia Capital Partners’s AT&T T Stock Holding History

Cassia Capital 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	$1.62M	Buy	55,984 +4,674	+9%	+$125K	0.83%	25
2025 Q4	$1.27M	Sell	51,310 -40	-0.1%	-$1.01K	0.69%	35
2025 Q3	$1.45M	Buy	51,350 +5,369	+12%	+$152K	0.79%	26
2025 Q2	$1.33M	Sell	45,981 -1,937	-4%	-$53.4K	0.8%	22
2025 Q1	$1.36M	Buy	47,918 +1,541	+3%	+$38.8K	0.85%	16
2024 Q4	$1.06M	Buy	46,377 +7,687	+20%	+$173K	0.67%	26
2024 Q3	$851K	Sell	38,690 -3,081	-7%	-$61.3K	0.56%	25
2024 Q2	$798K	Buy	41,771 +1,818	+5%	+$31.6K	0.53%	29
2024 Q1	$703K	Buy	39,953 +9,638	+32%	+$165K	0.47%	38
2023 Q4	$509K	Sell	30,315 -524	-2%	-$8.27K	0.42%	40
2023 Q3	$463K	Buy	30,839 +557	+2%	+$8.16K	0.38%	35
2023 Q2	$483K	Buy	30,282 +11,107	+58%	+$189K	0.38%	31
2023 Q1	$369K	Sell	19,175 -407	-2%	-$7.78K	0.3%	33
2022 Q4	$361K	Buy	+19,582	New	+$351K	0.3%	34
2021 Q4	–	Sell	-85,623	Closed	-$1.75M	–	142
2021 Q3	$1.75M	Buy	+85,623	New	+$1.8M	1.2%	30

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

Cassia Capital Partners's T Position: Q1 2026 in Review

Cassia Capital Partners increased its AT&T (T) stake by 9.1% in Q1 2026, buying an estimated $125K and bringing the position to 55,984 shares worth $1.62M. The position accounts for 0.83% of the portfolio, ranked #25.

Cassia Capital Partners first reported a position in T in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.75M in Q3 2021. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

Cassia Capital Partners held 55,984 shares of AT&T worth $1.62M as of Q1 2026.
Cassia Capital Partners bought 4,674 AT&T shares in Q1 2026, an estimated $125K.
AT&T made up 0.83% of Cassia Capital Partners's portfolio in Q1 2026, its #25 holding.
Cassia Capital Partners first reported a position in AT&T in Q3 2021 and has held it in 15 quarters since.
Cassia Capital Partners's AT&T position peaked at $1.75M in Q3 2021.
2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Cassia Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.