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

Exencial 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 Q1	$1.78M	Sell	61,384 -114	-0.2%	-$3.04K	0.06%	234
2025 Q4	$1.53M	Sell	61,498 -1,004	-2%	-$25.4K	0.05%	252
2025 Q3	$1.77M	Buy	62,502 +2,341	+4%	+$66.5K	0.06%	231
2025 Q2	$1.74M	Sell	60,161 -5,799	-9%	-$160K	0.06%	228
2025 Q1	$1.87M	Buy	65,960 +1,864	+3%	+$46.9K	0.07%	220
2024 Q4	$1.46M	Buy	64,096 +324	+0.5%	+$7.29K	0.05%	249
2024 Q3	$1.4M	Sell	63,772 -15,358	-19%	-$306K	0.05%	248
2024 Q2	$1.51M	Buy	79,130 +9,517	+14%	+$165K	0.06%	230
2024 Q1	$1.23M	Sell	69,613 -10,658	-13%	-$182K	0.05%	250
2023 Q4	$1.35M	Sell	80,271 -2,292	-3%	-$36.2K	0.05%	234
2023 Q3	$1.24M	Sell	82,563 -4,147	-5%	-$60.8K	0.06%	222
2023 Q2	$1.38M	Sell	86,710 -5,424	-6%	-$92.4K	0.06%	208
2023 Q1	$1.77M	Sell	92,134 -18,541	-17%	-$354K	0.09%	178
2022 Q4	$2.04M	Buy	110,675 +8,506	+8%	+$152K	0.11%	176
2022 Q3	$1.57M	Sell	102,169 -10,883	-10%	-$198K	0.09%	178
2022 Q2	$2.37M	Sell	113,052 -29,286	-21%	-$584K	0.13%	160
2022 Q1	$2.54M	Buy	142,338 +7,922	+6%	+$147K	0.13%	166
2021 Q4	$2.5M	Sell	134,416 -20,720	-13%	-$387K	0.12%	174
2021 Q3	$3.17M	Sell	155,136 -602	-0.4%	-$12.6K	0.14%	124
2021 Q2	$3.38M	Buy	155,738 +1,219	+0.8%	+$27.7K	0.18%	142
2021 Q1	$3.53M	Buy	154,519 +3,049	+2%	+$67.4K	0.21%	140
2020 Q4	$3.29M	Sell	151,470 -301,746	-67%	-$6.51M	0.22%	126
2020 Q3	$9.52M	Buy	453,216 +268,395	+145%	+$6M	0.5%	58
2020 Q2	$4.22M	Buy	184,821 +120,299	+186%	+$2.74M	0.37%	94
2020 Q1	$1.42M	Buy	64,522 +3,884	+6%	+$106K	0.25%	96
2019 Q4	$1.79M	Buy	60,638 +3,323	+6%	+$96K	0.31%	92
2019 Q3	$1.64M	Sell	57,315 -1,579	-3%	-$41.8K	0.35%	84
2019 Q2	$1.49M	Sell	58,894 -273	-0.5%	-$6.55K	0.35%	77
2019 Q1	$1.4M	Sell	59,167 -3,220	-5%	-$74.1K	0.33%	83
2018 Q4	$1.34M	Buy	62,387 +1,772	+3%	+$41.3K	0.36%	78
2018 Q3	$1.54M	Sell	60,615 -4,712	-7%	-$115K	0.36%	72
2018 Q2	$1.58M	Buy	65,327 +27,643	+73%	+$694K	0.44%	66
2018 Q1	$1.01M	Sell	37,684 -2,141	-5%	-$59.6K	0.3%	85
2017 Q4	$1.17M	Buy	39,825 +392	+1%	+$10.7K	0.35%	79
2017 Q3	$1.17M	Sell	39,433 -1,422	-3%	-$40.4K	0.38%	73
2017 Q2	$1.16M	Sell	40,855 -635	-2%	-$18.7K	0.48%	57
2017 Q1	$1.26M	Buy	41,490 +1,181	+3%	+$37.2K	0.55%	56
2016 Q4	$1.29M	Sell	40,309 -8,923	-18%	-$263K	0.55%	55
2016 Q3	$1.37M	Buy	+49,232	New	+$1.56M	0.61%	54
2016 Q1	–	Sell	-39,814	Closed	-$1.02M	–	157
2015 Q4	$1.02M	Sell	39,814 -1,985	-5%	-$50.4K	0.51%	60
2015 Q3	$1.03M	Sell	41,799 -7,728	-16%	-$197K	0.5%	62
2015 Q2	$1.27M	Buy	+49,527	New	+$1.28M	0.8%	43
2014 Q2	–	Sell	-57,729	Closed	-$1.57M	–	151
2014 Q1	$1.57M	Buy	+57,729	New	+$1.45M	0.66%	57

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Exencial Wealth Advisors's T Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its AT&T (T) stake by 0.19% in Q1 2026, selling an estimated $3.04K and leaving 61,384 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #234.

Exencial Wealth Advisors first reported a position in T in Q1 2014 and has held it in 43 quarters since. The position peaked at $9.52M in Q3 2020. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Exencial Wealth Advisors held 61,384 shares of AT&T worth $1.78M as of Q1 2026.
Exencial Wealth Advisors sold 114 AT&T shares in Q1 2026, an estimated $3.04K.
AT&T made up 0.06% of Exencial Wealth Advisors's portfolio in Q1 2026, its #234 holding.
Exencial Wealth Advisors first reported a position in AT&T in Q1 2014 and has held it in 43 quarters since.
Exencial Wealth Advisors's AT&T position peaked at $9.52M in Q3 2020.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.