DJYG
T icon

David J. Yvars Group’s AT&T T Stock Holding History

David J. Yvars 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
2026
Q3 		$299K Buy
12,270
+267
+2% +$6.44K 0.14% 74
2026
Q2 		$248K Sell
12,003
-161
-1% -$4K 0.12% 84
2026
Q1 		$353K Sell
12,164
-1,452
-11% -$38.8K 0.2% 60
2025
Q4 		$338K Sell
13,616
-277
-2% -$7.01K 0.18% 65
2025
Q3 		$392K Buy
13,893
+9
+0.1% +$256 0.21% 58
2025
Q2 		$402K Buy
13,884
+372
+3% +$10.3K 0.24% 49
2025
Q1 		$382K Sell
13,512
-1,600
-11% -$40.2K 0.3% 40
2024
Q4 		$344K Sell
15,112
-1,421
-9% -$32K 0.21% 58
2024
Q3 		$364K Hold
16,533
– – 0.23% 55
2024
Q2 		$316K Hold
16,533
– – 0.2% 57
2024
Q1 		$291K Hold
16,533
– – 0.2% 59
2023
Q4 		$277K Buy
16,533
+1,890
+13% +$29.8K 0.22% 56
2023
Q3 		$220K Sell
14,643
-352
-2% -$5.16K 0.18% 62
2023
Q2 		$239K Buy
14,995
+576
+4% +$9.81K 0.2% 64
2023
Q1 		$278K Buy
14,419
+2
+0% +$38 0.25% 55
2022
Q4 		$265K Buy
14,417
+1
+0% +$18 0.33% 48
2022
Q3 		$221K Buy
14,416
+1
+0% +$18 0.25% 54
2022
Q2 		$307K Sell
14,415
-4,668
-24% -$93.1K 0.42% 42
2022
Q1 		$341K Buy
19,083
+2
+0% +$37 0.24% 56
2021
Q4 		$355K Sell
19,081
-3,264
-15% -$61K 0.22% 55
2021
Q3 		$458K Sell
22,345
-6,608
-23% -$139K 0.27% 49
2021
Q2 		$629K Buy
28,953
+1,542
+6% +$35.1K 0.35% 42
2021
Q1 		$627K Hold
27,411
– – 0.4% 41
2020
Q4 		$595K Buy
+27,411
New +$591K 0.4% 36

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

David J. Yvars Group's T Position: Q3 2026 in Review

David J. Yvars Group increased its AT&T (T) stake by 2.2% in Q3 2026, buying an estimated $6.44K and bringing the position to 12,270 shares worth $299K. The position accounts for 0.14% of the portfolio, ranked #74.

David J. Yvars Group first reported a position in T in Q4 2020 and has held it in 24 quarters since. The position peaked at $629K in Q2 2021. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • David J. Yvars Group held 12,270 shares of AT&T worth $299K as of Q3 2026.
  • David J. Yvars Group bought 267 AT&T shares in Q3 2026, an estimated $6.44K.
  • AT&T made up 0.14% of David J. Yvars Group's portfolio in Q3 2026, its #74 holding.
  • David J. Yvars Group first reported a position in AT&T in Q4 2020 and has held it in 24 quarters since.
  • David J. Yvars Group's AT&T position peaked at $629K in Q2 2021.
  • 147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.