EWA
T icon

Encompass Wealth Advisors’s AT&T T Stock Holding History

Encompass Wealth Advisors’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 		$359K Sell
17,337
-15
-0.1% -$372 0.11% 79
2026
Q1 		$503K Buy
17,352
+380
+2% +$10.2K 0.18% 58
2025
Q4 		$422K Sell
16,972
-752
-4% -$19K 0.14% 69
2025
Q3 		$501K Buy
17,724
+232
+1% +$6.59K 0.17% 65
2025
Q2 		$506K Sell
17,492
-36
-0.2% -$992 0.19% 62
2025
Q1 		$496K Sell
17,528
-173
-1% -$4.35K 0.2% 62
2024
Q4 		$403K Sell
17,701
-1,966
-10% -$44.2K 0.16% 68
2024
Q3 		$433K Buy
19,667
+253
+1% +$5.03K 0.11% 160
2024
Q2 		$371K Sell
19,414
-740
-4% -$12.9K 0.1% 166
2024
Q1 		$355K Sell
20,154
-163
-0.8% -$2.78K 0.09% 178
2023
Q4 		$341K Sell
20,317
-13,391
-40% -$211K 0.1% 158
2023
Q3 		$506K Buy
33,708
+19,815
+143% +$290K 0.17% 110
2023
Q2 		$222K Sell
13,893
-628
-4% -$10.7K 0.07% 188
2023
Q1 		$280K Sell
14,521
-151
-1% -$2.89K 0.1% 166
2022
Q4 		$270K Sell
14,672
-300
-2% -$5.37K 0.1% 163
2022
Q3 		$230K Buy
14,972
+651
+5% +$11.8K 0.09% 171
2022
Q2 		$300K Sell
14,321
-3,869
-21% -$77.2K 0.11% 153
2022
Q1 		$325K Sell
18,190
-2,586
-12% -$47.8K 0.08% 167
2021
Q4 		$386K Sell
20,776
-403
-2% -$7.53K 0.09% 156
2021
Q3 		$432K Buy
21,179
+3,988
+23% +$83.8K 0.11% 138
2021
Q2 		$373K Sell
17,191
-66
-0.4% -$1.5K 0.09% 161
2021
Q1 		$417K Buy
17,257
+3,569
+26% +$78.9K 0.11% 153
2020
Q4 		$297K Buy
+13,688
New +$295K 0.17% 84

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Encompass Wealth Advisors's T Position: Q2 2026 in Review

Encompass Wealth Advisors reduced its AT&T (T) stake by 0.09% in Q2 2026, selling an estimated $372 and leaving 17,337 shares worth $359K. The position accounts for 0.11% of the portfolio, ranked #79.

Encompass Wealth Advisors first reported a position in T in Q4 2020 and has held it in 23 quarters since. The position peaked at $506K in Q3 2023. 863 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Encompass Wealth Advisors held 17,337 shares of AT&T worth $359K as of Q2 2026.
  • Encompass Wealth Advisors sold 15 AT&T shares in Q2 2026, an estimated $372.
  • AT&T made up 0.11% of Encompass Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Encompass Wealth Advisors first reported a position in AT&T in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's AT&T position peaked at $506K in Q3 2023.
  • 863 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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