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

Elios 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
2025
Q2 		$674K Buy
23,277
+76
+0.3% +$2.09K 0.31% 67
2025
Q1 		$656K Sell
23,201
-235
-1% -$5.91K 0.32% 59
2024
Q4 		$534K Sell
23,436
-151
-0.6% -$3.4K 0.25% 67
2024
Q3 		$519K Buy
+23,587
New +$469K 0.24% 73

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Elios Financial Group's T Position: Q2 2025 in Review

Elios Financial Group increased its AT&T (T) stake by 0.33% in Q2 2025, buying an estimated $2.09K and bringing the position to 23,277 shares worth $674K. The position accounts for 0.31% of the portfolio, ranked #67.

Elios Financial Group first reported a position in T in Q3 2024 and has held it in 4 quarters since. 2,883 funds tracked by Wall St. Rank hold T as of Q2 2025.

  • Elios Financial Group held 23,277 shares of AT&T worth $674K as of Q2 2025.
  • Elios Financial Group bought 76 AT&T shares in Q2 2025, an estimated $2.09K.
  • AT&T made up 0.31% of Elios Financial Group's portfolio in Q2 2025, its #67 holding.
  • Elios Financial Group first reported a position in AT&T in Q3 2024 and has held it in 4 quarters since.
  • 2,883 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.