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Fi3 Financial Advisors’s AT&T T Stock Holding History

Fi3 Financial 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
Q2 		– Sell
-8,731
Closed -$253K – 273
2026
Q1 		$253K Sell
8,731
-2,065
-19% -$55.2K 0.07% 169
2025
Q4 		$268K Buy
10,796
+644
+6% +$16.3K 0.08% 136
2025
Q3 		$287K Sell
10,152
-2,770
-21% -$78.7K 0.1% 103
2025
Q2 		$374K Sell
12,922
-630
-5% -$17.4K 0.13% 75
2025
Q1 		$383K Sell
13,552
-1,295
-9% -$32.6K 0.16% 64
2024
Q4 		$338K Buy
14,847
+155
+1% +$3.49K 0.13% 65
2024
Q3 		$323K Buy
14,692
+1,079
+8% +$21.5K 0.13% 65
2024
Q2 		$260K Buy
13,613
+423
+3% +$7.36K 0.11% 65
2024
Q1 		$222K Buy
13,190
+2,072
+19% +$35.4K 0.1% 76
2023
Q4 		$187K Sell
11,118
-96
-0.9% -$1.52K 0.09% 70
2023
Q3 		$168K Buy
+11,214
New +$164K 0.09% 67
2023
Q2 		– Sell
-10,887
Closed -$210K – 78
2023
Q1 		$210K Sell
10,887
-136
-1% -$2.6K 0.11% 68
2022
Q4 		$203K Buy
+11,023
New +$197K 0.12% 67
2021
Q2 		– Sell
-9,273
Closed -$212K – 52
2021
Q1 		$212K Buy
+9,273
New +$205K 0.18% 44

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

Fi3 Financial Advisors's T Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of AT&T (T) in Q2 2026, closing a stake of 8,731 shares — an estimated $253K sold.

Fi3 Financial Advisors first reported a position in T in Q1 2021 and held it in 14 quarters. The position peaked at $383K in Q1 2025. 2,690 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Fi3 Financial Advisors reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 8,731 AT&T shares in Q2 2026, an estimated $253K.
  • Fi3 Financial Advisors first reported a position in AT&T in Q1 2021 and held it in 14 quarters.
  • Fi3 Financial Advisors's AT&T position peaked at $383K in Q1 2025.
  • 2,690 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.