Fiduciary Alliance’s AT&T T Stock Holding History

Fiduciary Alliance’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	$1.53M	Sell	73,900 -89,777	-55%	-$2.23M	0.1%	211
2026 Q1	$4.17M	Sell	163,677 -20,003	-11%	-$534K	0.25%	100
2025 Q4	$4.56M	Sell	183,680 -29,340	-14%	-$743K	0.3%	82
2025 Q3	$6.02M	Sell	213,020 -1,576	-0.7%	-$44.8K	0.4%	63
2025 Q2	$6.21M	Buy	214,596 +19,101	+10%	+$526K	0.46%	58
2025 Q1	$5.53M	Buy	195,495 +123,829	+173%	+$3.11M	0.54%	48
2024 Q4	$1.63M	Buy	71,666 +51,742	+260%	+$1.16M	0.17%	121
2024 Q3	$438K	Buy	19,924 +7,978	+67%	+$159K	0.06%	168
2024 Q2	$225K	Buy	+11,946	New	+$208K	0.04%	193
2023 Q3	–	Sell	-3,615	Closed	-$57.7K	–	856
2023 Q2	$57.7K	Buy	+3,615	New	+$61.6K	0.01%	292
2023 Q1	–	Sell	-3,939	Closed	-$72.5K	–	783
2022 Q4	$72.5K	Buy	+3,939	New	+$70.5K	0.02%	192

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fiduciary Alliance's T Position: Q2 2026 in Review

Fiduciary Alliance reduced its AT&T (T) stake by 55% in Q2 2026, selling an estimated $2.23M and leaving 73,900 shares worth $1.53M. The position accounts for 0.1% of the portfolio, ranked #211.

Fiduciary Alliance first reported a position in T in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.21M in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Fiduciary Alliance held 73,900 shares of AT&T worth $1.53M as of Q2 2026.
Fiduciary Alliance sold 89,777 AT&T shares in Q2 2026, an estimated $2.23M.
AT&T made up 0.1% of Fiduciary Alliance's portfolio in Q2 2026, its #211 holding.
Fiduciary Alliance first reported a position in AT&T in Q4 2022 and has held it in 11 quarters since.
Fiduciary Alliance's AT&T position peaked at $6.21M in Q2 2025.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.