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Financial Advocates Investment Management’s AT&T T Stock Holding History

Financial Advocates Investment Management’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
2020
Q4 		– Sell
-178,004
Closed -$3.84M – 748
2020
Q3 		$3.84M Buy
+178,004
New +$3.98M 0.33% 68

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Advocates Investment Management's T Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of AT&T (T) in Q3 2025, closing a stake of 28,876 shares — an estimated $836K sold.

Financial Advocates Investment Management first reported a position in T in Q4 2017 and held it in 30 quarters. The position peaked at $5.96M in Q1 2021. 2,866 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 28,876 AT&T shares in Q3 2025, an estimated $836K.
  • Financial Advocates Investment Management first reported a position in AT&T in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's AT&T position peaked at $5.96M in Q1 2021.
  • 2,866 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.