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Cyndeo Wealth Partners’s AT&T T Stock Holding History

Cyndeo Wealth Partners’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 		$8.53M Buy
412,259
+23,372
+6% +$580K 0.4% 81
2026
Q1 		$11.3M Buy
388,887
+355,583
+1,068% +$9.5M 0.59% 45
2025
Q4 		$827K Sell
33,304
-1,791
-5% -$45.3K 0.04% 259
2025
Q3 		$991K Buy
35,095
+10,350
+42% +$294K 0.06% 235
2025
Q2 		$716K Sell
24,745
-5,430
-18% -$150K 0.04% 263
2025
Q1 		$853K Sell
30,175
-10,711
-26% -$269K 0.06% 237
2024
Q4 		$931K Sell
40,886
-4,223
-9% -$95K 0.06% 221
2024
Q3 		$992K Buy
45,109
+12,825
+40% +$255K 0.07% 214
2024
Q2 		$617K Sell
32,284
-3,651
-10% -$63.5K 0.05% 255
2024
Q1 		$632K Buy
35,935
+2,591
+8% +$44.2K 0.05% 239
2023
Q4 		$560K Buy
33,344
+105
+0.3% +$1.66K 0.05% 236
2023
Q3 		$499K Buy
33,239
+975
+3% +$14.3K 0.05% 225
2023
Q2 		$515K Sell
32,264
-9,276
-22% -$158K 0.05% 218
2023
Q1 		$800K Buy
41,540
+7,260
+21% +$139K 0.09% 188
2022
Q4 		$631K Buy
+34,280
New +$614K 0.07% 194

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cyndeo Wealth Partners's T Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its AT&T (T) stake by 6% in Q2 2026, buying an estimated $580K and bringing the position to 412,259 shares worth $8.53M. The position accounts for 0.4% of the portfolio, ranked #81.

Cyndeo Wealth Partners first reported a position in T in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.3M in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Cyndeo Wealth Partners held 412,259 shares of AT&T worth $8.53M as of Q2 2026.
  • Cyndeo Wealth Partners bought 23,372 AT&T shares in Q2 2026, an estimated $580K.
  • AT&T made up 0.4% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • Cyndeo Wealth Partners first reported a position in AT&T in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's AT&T position peaked at $11.3M in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.