Compass Financial Services’s AT&T T Stock Holding History

Compass Financial Services’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	–	Sell	-3,566	Closed	-$88.6K	–	248
2025 Q4	$88.6K	Buy	3,566 +24	+0.7%	+$608	0.04%	72
2025 Q3	$100K	Sell	3,542 -291	-8%	-$8.26K	0.04%	71
2025 Q2	$111K	Buy	3,833 +21	+0.6%	+$579	0.05%	62
2025 Q1	$108K	Buy	3,812 +1,771	+87%	+$44.5K	0.06%	53
2024 Q4	$46.5K	Buy	+2,041	New	+$45.9K	0.03%	71

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

Compass Financial Services's T Position: Q1 2026 in Review

Compass Financial Services sold out of AT&T (T) in Q1 2026, closing a stake of 3,566 shares — an estimated $88.6K sold.

Compass Financial Services first reported a position in T in Q4 2024 and held it in 5 quarters. The position peaked at $111K in Q2 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Compass Financial Services reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
Compass Financial Services sold 3,566 AT&T shares in Q1 2026, an estimated $88.6K.
Compass Financial Services first reported a position in AT&T in Q4 2024 and held it in 5 quarters.
Compass Financial Services's AT&T position peaked at $111K in Q2 2025.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.