EFG
T icon

Everhart Financial Group’s AT&T T Stock Holding History

Everhart 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 		$1.3M Sell
62,601
-7,665
-11% -$190K 0.08% 127
2026
Q1 		$2.04M Buy
70,266
+15,079
+27% +$403K 0.17% 74
2025
Q4 		$1.37M Sell
55,187
-7,320
-12% -$185K 0.13% 107
2025
Q3 		$1.77M Buy
62,507
+3,412
+6% +$96.9K 0.18% 71
2025
Q2 		$1.71M Buy
59,095
+5,159
+10% +$142K 0.2% 70
2025
Q1 		$1.53M Buy
53,936
+4,072
+8% +$102K 0.21% 68
2024
Q4 		$1.14M Buy
49,864
+2,551
+5% +$57.4K 0.23% 89
2024
Q3 		$1.04M Buy
47,313
+5,670
+14% +$113K 0.23% 97
2024
Q2 		$796K Buy
41,643
+4,102
+11% +$71.3K 0.21% 101
2024
Q1 		$661K Buy
37,541
+2,962
+9% +$50.6K 0.19% 114
2023
Q4 		$580K Buy
34,579
+19,490
+129% +$308K 0.21% 99
2023
Q3 		$227K Sell
15,089
-8,613
-36% -$126K 0.1% 188
2023
Q2 		$378K Buy
23,702
+9,370
+65% +$160K 0.16% 125
2023
Q1 		$276K Buy
+14,332
New +$274K 0.12% 149
2022
Q4 		– Sell
-10,508
Closed -$161K – 226
2022
Q3 		$161K Sell
10,508
-17,880
-63% -$325K 0.09% 196
2022
Q2 		$596K Buy
28,388
+193
+0.7% +$3.85K 0.36% 58
2022
Q1 		$503K Buy
28,195
+14,421
+105% +$267K 0.29% 75
2021
Q4 		$256K Sell
13,774
-3,450
-20% -$64.5K 0.15% 97
2021
Q3 		$352K Sell
17,224
-1,560
-8% -$32.8K 0.24% 74
2021
Q2 		$409K Buy
18,784
+8,109
+76% +$184K 0.28% 64
2021
Q1 		$244K Buy
10,675
+393
+4% +$8.69K 0.21% 69
2020
Q4 		$223K Buy
+10,282
New +$222K 0.21% 74

Other funds holding T

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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Everhart Financial Group reduced its AT&T (T) stake by 11% in Q2 2026, selling an estimated $190K and leaving 62,601 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #127.

Everhart Financial Group first reported a position in T in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.04M in Q1 2026. 528 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Everhart Financial Group held 62,601 shares of AT&T worth $1.3M as of Q2 2026.
  • Everhart Financial Group sold 7,665 AT&T shares in Q2 2026, an estimated $190K.
  • AT&T made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #127 holding.
  • Everhart Financial Group first reported a position in AT&T in Q4 2020 and has held it in 22 quarters since.
  • Everhart Financial Group's AT&T position peaked at $2.04M in Q1 2026.
  • 528 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.