EFG
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Ethos Financial Group’s AT&T T Stock Holding History

Ethos 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
2026
Q2 		$2.19M Buy
103,381
+5,170
+5% +$128K 0.15% 133
2026
Q1 		$2.5M Buy
98,211
+521
+0.5% +$13.9K 0.18% 119
2025
Q4 		$2.43M Sell
97,690
-5,742
-6% -$145K 0.18% 120
2025
Q3 		$2.92M Buy
103,432
+199
+0.2% +$5.65K 0.23% 94
2025
Q2 		$2.99M Buy
103,233
+436
+0.4% +$12K 0.26% 89
2025
Q1 		$2.83M Buy
102,797
+88,796
+634% +$2.23M 0.27% 87
2024
Q4 		$319K Buy
14,001
+3,288
+31% +$74K 0.04% 212
2024
Q3 		$236K Buy
10,713
+79
+0.7% +$1.57K 0.04% 243
2024
Q2 		$203K Sell
10,634
-2,084
-16% -$36.2K 0.04% 260
2024
Q1 		$231K Sell
12,718
-999
-7% -$17.1K 0.04% 240
2023
Q4 		$230K Buy
13,717
+1,077
+9% +$17K 0.05% 229
2023
Q3 		$190K Buy
12,640
+306
+2% +$4.49K 0.05% 168
2023
Q2 		$237K Hold
12,334
– – 0.08% 119
2023
Q1 		$237K Buy
+12,334
New +$236K 0.07% 146

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ethos Financial Group's T Position: Q2 2026 in Review

Ethos Financial Group increased its AT&T (T) stake by 5.3% in Q2 2026, buying an estimated $128K and bringing the position to 103,381 shares worth $2.19M. The position accounts for 0.15% of the portfolio, ranked #133.

Ethos Financial Group first reported a position in T in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.99M in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Ethos Financial Group held 103,381 shares of AT&T worth $2.19M as of Q2 2026.
  • Ethos Financial Group bought 5,170 AT&T shares in Q2 2026, an estimated $128K.
  • AT&T made up 0.15% of Ethos Financial Group's portfolio in Q2 2026, its #133 holding.
  • Ethos Financial Group first reported a position in AT&T in Q1 2023 and has held it in 14 quarters since.
  • Ethos Financial Group's AT&T position peaked at $2.99M in Q2 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.