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Cypress Wealth Services’s AT&T T Stock Holding History

Cypress Wealth 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
2020
Q4 		– Sell
-48,203
Closed -$1.04M – 483
2020
Q3 		$1.04M Buy
+48,203
New +$1.08M 0.27% 79

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cypress Wealth Services's T Position: Q2 2026 in Review

Cypress Wealth Services reduced its AT&T (T) stake by 10% in Q2 2026, selling an estimated $67.2K and leaving 23,146 shares worth $479K. The position accounts for 0.06% of the portfolio, ranked #244.

Cypress Wealth Services first reported a position in T in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.54M in Q2 2019. 1,045 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Cypress Wealth Services held 23,146 shares of AT&T worth $479K as of Q2 2026.
  • Cypress Wealth Services sold 2,708 AT&T shares in Q2 2026, an estimated $67.2K.
  • AT&T made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #244 holding.
  • Cypress Wealth Services first reported a position in AT&T in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's AT&T position peaked at $1.54M in Q2 2019.
  • 1,045 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.