Ellerson Group’s AT&T T Stock Holding History

Ellerson 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 Q2	$234K	Hold	11,290	–	–	0.14%	56
2026 Q1	$327K	Buy	11,290 +1,900	+20%	+$50.8K	0.21%	45
2025 Q4	$233K	Hold	9,390	–	–	0.16%	48
2025 Q3	$265K	Sell	9,390 -1,000	-10%	-$28.4K	0.17%	50
2025 Q2	$301K	Hold	10,390	–	–	0.21%	44
2025 Q1	$294K	Sell	10,390 -50	-0.5%	-$1.26K	0.23%	41
2024 Q4	$238K	Hold	10,440	–	–	0.17%	48
2024 Q3	$230K	Hold	10,440	–	–	0.18%	45
2024 Q2	$200K	Sell	10,440 -304	-3%	-$5.29K	0.15%	47
2024 Q1	$189K	Sell	10,744 -372	-3%	-$6.35K	0.14%	49
2023 Q4	$187K	Hold	11,116	–	–	0.16%	47
2023 Q3	$167K	Sell	11,116 -4,260	-28%	-$62.4K	0.16%	52
2023 Q2	$245K	Sell	15,376 -220	-1%	-$3.75K	0.23%	42
2023 Q1	$300K	Hold	15,596	–	–	0.33%	35
2022 Q4	$287K	Buy	+15,596	New	+$279K	0.3%	42

Other funds holding T

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ellerson Group's T Position: Q2 2026 in Review

Ellerson Group held its AT&T (T) position steady in Q2 2026 at 11,290 shares worth $234K. The position accounts for 0.14% of the portfolio, ranked #56.

Ellerson Group first reported a position in T in Q4 2022 and has held it in 15 quarters since. The position peaked at $327K in Q1 2026. 1,627 funds tracked by Wall St. Rank hold T as of Q2 2026.

Ellerson Group held 11,290 shares of AT&T worth $234K as of Q2 2026.
Ellerson Group left its AT&T share count unchanged in Q2 2026.
AT&T made up 0.14% of Ellerson Group's portfolio in Q2 2026, its #56 holding.
Ellerson Group first reported a position in AT&T in Q4 2022 and has held it in 15 quarters since.
Ellerson Group's AT&T position peaked at $327K in Q1 2026.
1,627 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Ellerson Group's 13F filing for Q2 2026, filed 31 Jul 2026.