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Cooper Financial Group’s AT&T T Stock Holding History

Cooper Financial Group’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
2021
Q4 		– Sell
-2,648
Closed -$1K – 271
2021
Q3 		$1K Buy
+2,648
New +$55.6K ﹤0.01% 248

Other funds holding T

QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Cooper Financial Group's T Position: Q3 2026 in Review

Cooper Financial Group increased its AT&T (T) stake by 11% in Q3 2026, buying an estimated $58.3K and bringing the position to 25,395 shares worth $620K. The position accounts for 0.05% of the portfolio, ranked #227.

Cooper Financial Group first reported a position in T in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.11M in Q4 2020. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Cooper Financial Group held 25,395 shares of AT&T worth $620K as of Q3 2026.
  • Cooper Financial Group bought 2,416 AT&T shares in Q3 2026, an estimated $58.3K.
  • AT&T made up 0.05% of Cooper Financial Group's portfolio in Q3 2026, its #227 holding.
  • Cooper Financial Group first reported a position in AT&T in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's AT&T position peaked at $1.11M in Q4 2020.
  • 147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.