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

Catalyst 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 		$871K Sell
42,083
-1,023
-2% -$25.4K 0.09% 138
2026
Q1 		$1.25M Buy
43,106
+9,424
+28% +$252K 0.15% 89
2025
Q4 		$837K Sell
33,682
-2,206
-6% -$55.8K 0.09% 117
2025
Q3 		$1.01M Buy
35,888
+2,088
+6% +$59.3K 0.12% 86
2025
Q2 		$978K Buy
33,800
+1,922
+6% +$53K 0.11% 85
2025
Q1 		$902K Buy
31,878
+543
+2% +$13.7K 0.17% 72
2024
Q4 		$713K Buy
31,335
+5,506
+21% +$124K 0.13% 95
2024
Q3 		$568K Buy
25,829
+2,428
+10% +$48.3K 0.11% 126
2024
Q2 		$447K Buy
23,401
+1,555
+7% +$27K 0.1% 137
2024
Q1 		$352K Buy
21,846
+1,840
+9% +$31.4K 0.09% 148
2023
Q4 		$336K Buy
20,006
+1,586
+9% +$25K 0.09% 150
2023
Q3 		$277K Buy
18,420
+6,827
+59% +$100K 0.09% 164
2023
Q2 		$185K Sell
11,593
-3,103
-21% -$52.9K 0.07% 195
2023
Q1 		$283K Buy
14,696
+2,056
+16% +$39.3K 0.12% 130
2022
Q4 		$233K Buy
+12,640
New +$226K 0.12% 143

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

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

Catalyst Financial Partners reduced its AT&T (T) stake by 2.4% in Q2 2026, selling an estimated $25.4K and leaving 42,083 shares worth $871K. The position accounts for 0.09% of the portfolio, ranked #138.

Catalyst Financial Partners first reported a position in T in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Catalyst Financial Partners held 42,083 shares of AT&T worth $871K as of Q2 2026.
  • Catalyst Financial Partners sold 1,023 AT&T shares in Q2 2026, an estimated $25.4K.
  • AT&T made up 0.09% of Catalyst Financial Partners's portfolio in Q2 2026, its #138 holding.
  • Catalyst Financial Partners first reported a position in AT&T in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's AT&T position peaked at $1.25M in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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