COMPASS FINANCIAL MANAGEMENT LLC’s AT&T T Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$519K	Buy	+24,533	New	+$609K	0.06%	272

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's T Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in AT&T (T) in Q2 2026: 24,533 shares worth $519K. The stake represents 0.06% of the portfolio and ranks #272 among its holdings.

2,135 funds tracked by Wall St. Rank hold T as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 24,533 shares of AT&T worth $519K as of Q2 2026.
AT&T was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
AT&T made up 0.06% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #272 holding.
2,135 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.