CP
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Castleview Partners’s AT&T T Stock Holding History

Castleview 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
Q3 		$970K Buy
39,751
+4,706
+13% +$114K 0.43% 54
2026
Q2 		$725K Buy
35,045
+7,485
+27% +$186K 0.32% 75
2026
Q1 		$799K Sell
27,560
-55
-0.2% -$1.47K 0.41% 55
2025
Q4 		$686K Buy
27,615
+6,560
+31% +$166K 0.34% 65
2025
Q3 		$595K Buy
21,055
+1,692
+9% +$48K 0.32% 67
2025
Q2 		$560K Buy
19,363
+5,753
+42% +$159K 0.36% 69
2025
Q1 		$385K Sell
13,610
-764
-5% -$19.2K 0.26% 100
2024
Q4 		$328K Buy
14,374
+1,046
+8% +$23.5K 0.18% 136
2024
Q3 		$293K Buy
13,328
+350
+3% +$6.96K 0.17% 142
2024
Q2 		$248K Sell
12,978
-143
-1% -$2.49K 0.14% 144
2024
Q1 		$231K Buy
13,121
+2,884
+28% +$49.2K 0.13% 165
2023
Q4 		$172K Buy
10,237
+2,165
+27% +$34.2K 0.12% 146
2023
Q3 		$121K Sell
8,072
-199
-2% -$2.92K 0.11% 154
2023
Q2 		$132K Sell
8,271
-4,087
-33% -$69.6K 0.12% 154
2023
Q1 		$238K Buy
12,358
+359
+3% +$6.86K 0.21% 112
2022
Q4 		$221K Buy
11,999
+706
+6% +$12.6K 0.22% 109
2022
Q3 		$173K Buy
11,293
+6,187
+121% +$113K 0.17% 134
2022
Q2 		$555K Sell
5,106
-5,760
-53% -$115K 0.44% 47
2022
Q1 		$193K Buy
+10,866
New +$201K 0.12% 168
2021
Q2 		$263K Buy
+12,117
New +$276K 0.12% 186
2018
Q1 		$481K Buy
+17,873
New +$497K 0.4% 59

Other funds holding T

QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Castleview Partners's T Position: Q3 2026 in Review

Castleview Partners increased its AT&T (T) stake by 13% in Q3 2026, buying an estimated $114K and bringing the position to 39,751 shares worth $970K. The position accounts for 0.43% of the portfolio, ranked #54.

Castleview Partners first reported a position in T in Q1 2018 and has held it in 21 quarters since. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Castleview Partners held 39,751 shares of AT&T worth $970K as of Q3 2026.
  • Castleview Partners bought 4,706 AT&T shares in Q3 2026, an estimated $114K.
  • AT&T made up 0.43% of Castleview Partners's portfolio in Q3 2026, its #54 holding.
  • Castleview Partners first reported a position in AT&T in Q1 2018 and has held it in 21 quarters since.
  • 147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.