Claris Financial’s AT&T T Stock Holding History

Claris Financial’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 Q1	$325K	Buy	11,200 +32	+0.3%	+$855	0.18%	122
2025 Q4	$277K	Buy	11,168 +2,647	+31%	+$67K	0.15%	136
2025 Q3	$241K	Buy	+8,521	New	+$242K	0.14%	139

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claris Financial's T Position: Q1 2026 in Review

Claris Financial increased its AT&T (T) stake by 0.29% in Q1 2026, buying an estimated $855 and bringing the position to 11,200 shares worth $325K. The position accounts for 0.18% of the portfolio, ranked #122.

Claris Financial first reported a position in T in Q3 2025 and has held it in 3 quarters since. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

Claris Financial held 11,200 shares of AT&T worth $325K as of Q1 2026.
Claris Financial bought 32 AT&T shares in Q1 2026, an estimated $855.
AT&T made up 0.18% of Claris Financial's portfolio in Q1 2026, its #122 holding.
Claris Financial first reported a position in AT&T in Q3 2025 and has held it in 3 quarters since.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.