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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
Q2 		$1.18M Buy
56,765
+781
+1% +$19.4K 0.57% 47
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
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

Cassia Capital Partners's T Position: Q2 2026 in Review

Cassia Capital Partners increased its AT&T (T) stake by 1.4% in Q2 2026, buying an estimated $19.4K and bringing the position to 56,765 shares worth $1.18M. The position accounts for 0.57% of the portfolio, ranked #47.

Cassia Capital Partners first reported a position in T in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.75M in Q3 2021. 2,689 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Cassia Capital Partners held 56,765 shares of AT&T worth $1.18M as of Q2 2026.
  • Cassia Capital Partners bought 781 AT&T shares in Q2 2026, an estimated $19.4K.
  • AT&T made up 0.57% of Cassia Capital Partners's portfolio in Q2 2026, its #47 holding.
  • Cassia Capital Partners first reported a position in AT&T in Q3 2021 and has held it in 16 quarters since.
  • Cassia Capital Partners's AT&T position peaked at $1.75M in Q3 2021.
  • 2,689 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Cassia Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.