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Summit Investment Advisors, Inc.\KS’s AT&T T Stock Holding History

Summit Investment Advisors, Inc.\KS’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
Q3 		$230K Buy
+9,419
New +$227K 0.1% 90
2026
Q2 		– Sell
-8,953
Closed -$260K – 105
2026
Q1 		$260K Buy
8,953
+33
+0.4% +$882 0.13% 86
2025
Q4 		$222K Buy
+8,920
New +$226K 0.12% 87

Other funds holding T

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's T Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS opened a new position in AT&T (T) in Q3 2026: 9,419 shares worth $230K. The stake represents 0.1% of the portfolio and ranks #90 among its holdings. This is a return to the name: Summit Investment Advisors, Inc.\KS previously reported a position in T as recently as Q1 2026.

Summit Investment Advisors, Inc.\KS first reported a position in T in Q4 2025 and has held it in 3 quarters since. The position peaked at $260K in Q1 2026. 2,200 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 9,419 shares of AT&T worth $230K as of Q3 2026.
  • AT&T was a new Summit Investment Advisors, Inc.\KS position in Q3 2026.
  • AT&T made up 0.1% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #90 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in AT&T in Q4 2025 and has held it in 3 quarters since.
  • Summit Investment Advisors, Inc.\KS's AT&T position peaked at $260K in Q1 2026.
  • 2,200 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.