FTA
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Financial & Tax Architects’s AT&T T Stock Holding History

Financial & Tax Architects’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
2025
Q3 		– Sell
-7,588
Closed -$220K – 115
2025
Q2 		$220K Buy
7,588
+356
+5% +$9.81K 0.05% 90
2025
Q1 		$205K Sell
7,232
-262,480
-97% -$6.6M 0.05% 100
2024
Q4 		$6.14M Buy
+269,712
New +$6.07M 1.56% 24
2023
Q4 		– Sell
-12,305
Closed -$185K – 96
2023
Q3 		$185K Sell
12,305
-2,910
-19% -$42.7K 0.06% 81
2023
Q2 		$243K Buy
15,215
+4,662
+44% +$79.4K 0.07% 76
2023
Q1 		$203K Buy
10,553
+232
+2% +$4.43K 0.07% 74
2022
Q4 		$198K Sell
10,321
-2,236
-18% -$40K 0.07% 80
2022
Q3 		$193K Sell
12,557
-2,575
-17% -$46.9K 0.07% 63
2022
Q2 		$317K Sell
15,132
-15,854
-51% -$316K 0.12% 68
2022
Q1 		$553K Sell
30,986
-167,507
-84% -$3.1M 0.21% 62
2021
Q4 		$3.69M Buy
198,493
+38,913
+24% +$727K 1.51% 29
2021
Q3 		$3.26M Buy
159,580
+17,924
+13% +$377K 1.48% 31
2021
Q2 		$3.08M Buy
141,656
+14,740
+12% +$335K 1.51% 32
2021
Q1 		$2.9M Buy
+126,916
New +$2.81M 1.63% 21

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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 $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial & Tax Architects's T Position: Q3 2025 in Review

Financial & Tax Architects sold out of AT&T (T) in Q3 2025, closing a stake of 7,588 shares — an estimated $220K sold.

Financial & Tax Architects first reported a position in T in Q1 2021 and held it in 14 quarters. The position peaked at $6.14M in Q4 2024. 2,862 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Financial & Tax Architects reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
  • Financial & Tax Architects sold 7,588 AT&T shares in Q3 2025, an estimated $220K.
  • Financial & Tax Architects first reported a position in AT&T in Q1 2021 and held it in 14 quarters.
  • Financial & Tax Architects's AT&T position peaked at $6.14M in Q4 2024.
  • 2,862 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Financial & Tax Architects's 13F filing for Q3 2025, filed 5 Nov 2025.