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 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 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

Fi3 Financial Advisors's T Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its AT&T (T) stake by 19% in Q1 2026, selling an estimated $55.2K and leaving 8,731 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #169.

Fi3 Financial Advisors first reported a position in T in Q1 2021 and has held it in 14 quarters since. The position peaked at $383K in Q1 2025. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

Fi3 Financial Advisors held 8,731 shares of AT&T worth $253K as of Q1 2026.
Fi3 Financial Advisors sold 2,065 AT&T shares in Q1 2026, an estimated $55.2K.
AT&T made up 0.07% of Fi3 Financial Advisors's portfolio in Q1 2026, its #169 holding.
Fi3 Financial Advisors first reported a position in AT&T in Q1 2021 and has held it in 14 quarters since.
Fi3 Financial Advisors's AT&T position peaked at $383K in Q1 2025.
2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.