Encompass Wealth Advisors
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
Q3 		$978K Buy
40,068
+22,731
+131% +$548K 0.14% 65
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Encompass Wealth Advisors's T Position: Q3 2026 in Review

Encompass Wealth Advisors increased its AT&T (T) stake by 131% in Q3 2026, buying an estimated $548K and bringing the position to 40,068 shares worth $978K. The position accounts for 0.14% of the portfolio, ranked #65.

Encompass Wealth Advisors first reported a position in T in Q4 2020 and has held it in 24 quarters since. 1,786 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Encompass Wealth Advisors held 40,068 shares of AT&T worth $978K as of Q3 2026.
  • Encompass Wealth Advisors bought 22,731 AT&T shares in Q3 2026, an estimated $548K.
  • AT&T made up 0.14% of Encompass Wealth Advisors's portfolio in Q3 2026, its #65 holding.
  • Encompass Wealth Advisors first reported a position in AT&T in Q4 2020 and has held it in 24 quarters since.
  • 1,786 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.