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ERn Financial LLC’s AT&T T Stock Holding History

ERn Financial LLC’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
Q3 		– Sell
-7,154
Closed -$207K – 151
2025
Q2 		$207K Sell
7,154
-367
-5% -$10.1K 0.04% 141
2025
Q1 		$213K Buy
+7,521
New +$189K 0.03% 173
2024
Q4 		– Sell
-9,519
Closed -$209K – 197
2024
Q3 		$209K Sell
9,519
-2,676
-22% -$53.2K 0.03% 183
2024
Q2 		$233K Sell
12,195
-11,698
-49% -$203K 0.04% 169
2024
Q1 		$421K Buy
23,893
+391
+2% +$6.68K 0.07% 145
2023
Q4 		$385K Sell
23,502
-182
-0.8% -$2.87K 0.07% 144
2023
Q3 		$356K Buy
23,684
+18
+0.1% +$264 0.08% 139
2023
Q2 		$377K Sell
23,666
-1,152
-5% -$19.6K 0.08% 140
2023
Q1 		$478K Sell
24,818
-1,539
-6% -$29.4K 0.11% 124
2022
Q4 		$485K Buy
26,357
+71
+0.3% +$1.27K 0.11% 119
2022
Q3 		$403K Buy
26,286
+67
+0.3% +$1.22K 0.1% 120
2022
Q2 		$550K Sell
26,219
-7,963
-23% -$159K 0.13% 103
2022
Q1 		$610K Buy
34,182
+920
+3% +$17K 0.14% 96
2021
Q4 		$618K Buy
33,262
+2,594
+8% +$48.5K 0.14% 89
2021
Q3 		$626K Buy
30,668
+15,086
+97% +$317K 0.16% 76
2021
Q2 		$339K Sell
15,582
-317
-2% -$7.21K 0.12% 79
2021
Q1 		$363K Buy
15,899
+1,780
+13% +$39.4K 0.14% 68
2020
Q4 		$307K Buy
14,119
+2,034
+17% +$43.9K 0.13% 70
2020
Q3 		$260K Buy
12,085
+598
+5% +$13.4K 0.12% 69
2020
Q2 		$262K Sell
11,487
-171
-1% -$3.89K 0.13% 63
2020
Q1 		$257K Sell
11,658
-492
-4% -$13.4K 0.17% 53
2019
Q4 		$359K Buy
12,150
+4,247
+54% +$123K 0.21% 46
2019
Q3 		$226K Buy
+7,903
New +$209K 0.16% 51
2019
Q2 		– Sell
-11,055
Closed -$267K – 74
2019
Q1 		$267K Buy
+11,055
New +$254K 0.16% 58

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ERn Financial LLC's T Position: Q3 2025 in Review

ERn Financial LLC sold out of AT&T (T) in Q3 2025, closing a stake of 7,154 shares — an estimated $207K sold.

ERn Financial LLC first reported a position in T in Q1 2019 and held it in 24 quarters. The position peaked at $626K in Q3 2021. 2,861 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • ERn Financial LLC reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
  • ERn Financial LLC sold 7,154 AT&T shares in Q3 2025, an estimated $207K.
  • ERn Financial LLC first reported a position in AT&T in Q1 2019 and held it in 24 quarters.
  • ERn Financial LLC's AT&T position peaked at $626K in Q3 2021.
  • 2,861 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on ERn Financial LLC's 13F filing for Q3 2025, filed 30 Oct 2025.