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Center for Financial Planning’s AT&T T Stock Holding History

Center for Financial Planning’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 		$243K Sell
11,756
-22
-0.2% -$546 0.02% 160
2026
Q1 		$341K Sell
11,778
-507
-4% -$13.5K 0.04% 131
2025
Q4 		$305K Sell
12,285
-508
-4% -$12.9K 0.03% 137
2025
Q3 		$361K Sell
12,793
-265
-2% -$7.53K 0.04% 133
2025
Q2 		$378K Sell
13,058
-596
-4% -$16.4K 0.04% 126
2025
Q1 		$386K Hold
13,654
– – 0.05% 112
2024
Q4 		$311K Sell
13,654
-2,320
-15% -$52.2K 0.04% 125
2024
Q3 		$351K Buy
15,974
+216
+1% +$4.3K 0.05% 114
2024
Q2 		$301K Sell
15,758
-4
-0% -$70 0.04% 119
2024
Q1 		$277K Buy
15,762
+450
+3% +$7.68K 0.04% 126
2023
Q4 		$257K Sell
15,312
-430
-3% -$6.79K 0.05% 125
2023
Q3 		$236K Sell
15,742
-16
-0.1% -$235 0.05% 123
2023
Q2 		$251K Sell
15,758
-1,068
-6% -$18.2K 0.05% 123
2023
Q1 		$324K Buy
16,826
+1,997
+13% +$38.2K 0.07% 103
2022
Q4 		$273K Sell
14,829
-345
-2% -$6.17K 0.07% 111
2022
Q3 		$233K Buy
15,174
+2,320
+18% +$42.2K 0.06% 111
2022
Q2 		$269K Sell
12,854
-4,100
-24% -$81.8K 0.07% 106
2022
Q1 		$303K Buy
16,954
+1,838
+12% +$34K 0.06% 108
2021
Q4 		$281K Sell
15,116
-935
-6% -$17.5K 0.06% 112
2021
Q3 		$327K Sell
16,051
-11,635
-42% -$244K 0.08% 96
2021
Q2 		$602K Buy
27,686
+1,071
+4% +$24.4K 0.15% 73
2021
Q1 		$608K Sell
26,615
-1,656
-6% -$36.6K 0.16% 70
2020
Q4 		$614K Sell
28,271
-359
-1% -$7.74K 0.17% 64
2020
Q3 		$617K Buy
28,630
+2,065
+8% +$46.1K 0.2% 53
2020
Q2 		$607K Sell
26,565
-905
-3% -$20.6K 0.21% 53
2020
Q1 		$605K Sell
27,470
-6,867
-20% -$188K 0.2% 55
2019
Q4 		$1.01M Buy
+34,337
New +$991K 0.25% 37

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Center for Financial Planning's T Position: Q2 2026 in Review

Center for Financial Planning reduced its AT&T (T) stake by 0.19% in Q2 2026, selling an estimated $546 and leaving 11,756 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #160.

Center for Financial Planning first reported a position in T in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.01M in Q4 2019. 863 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Center for Financial Planning held 11,756 shares of AT&T worth $243K as of Q2 2026.
  • Center for Financial Planning sold 22 AT&T shares in Q2 2026, an estimated $546.
  • AT&T made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #160 holding.
  • Center for Financial Planning first reported a position in AT&T in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's AT&T position peaked at $1.01M in Q4 2019.
  • 863 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.