Finer Wealth Management
T icon

Finer Wealth Management’s AT&T T Stock Holding History

Finer Wealth 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
2026
Q3 		$3.72M Buy
152,434
+16,827
+12% +$406K 1.47% 19
2026
Q2 		$2.81M Buy
135,607
+3,899
+3% +$96.8K 1.25% 21
2026
Q1 		$3.82M Buy
131,708
+5,416
+4% +$145K 1.91% 14
2025
Q4 		$3.14M Sell
126,292
-3,115
-2% -$78.9K 1.52% 18
2025
Q3 		$3.65M Sell
129,407
-2,977
-2% -$84.5K 1.82% 14
2025
Q2 		$3.83M Buy
132,384
+26,947
+26% +$743K 2.05% 13
2025
Q1 		$2.98M Buy
105,437
+4,225
+4% +$106K 1.79% 17
2024
Q4 		$2.3M Buy
101,212
+634
+0.6% +$14.3K 1.32% 22
2024
Q3 		$2.21M Buy
100,578
+2,825
+3% +$56.2K 1.37% 22
2024
Q2 		$1.87M Sell
97,753
-29,155
-23% -$507K 1.21% 23
2024
Q1 		$2.23M Sell
126,908
-1,680
-1% -$28.7K 1.47% 23
2023
Q4 		$2.16M Sell
128,588
-13,240
-9% -$209K 1.61% 21
2023
Q3 		$2.13M Buy
141,828
+3,432
+2% +$50.3K 1.7% 20
2023
Q2 		$2.21M Sell
138,396
-1,934
-1% -$32.9K 1.72% 22
2023
Q1 		$2.7M Buy
140,330
+5,520
+4% +$105K 2.28% 12
2022
Q4 		$2.48M Sell
134,810
-8,079
-6% -$145K 2.32% 13
2022
Q3 		$2.19M Buy
142,889
+289
+0.2% +$5.26K 2.16% 16
2022
Q2 		$2.99M Sell
142,600
-7,936
-5% -$158K 2.73% 11
2022
Q1 		$2.69M Buy
150,536
+20,334
+16% +$376K 2.19% 13
2021
Q4 		$2.42M Buy
+130,202
New +$2.43M 2.01% 16

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Finer Wealth Management's T Position: Q3 2026 in Review

Finer Wealth Management increased its AT&T (T) stake by 12% in Q3 2026, buying an estimated $406K and bringing the position to 152,434 shares worth $3.72M. The position accounts for 1.47% of the portfolio, ranked #19.

Finer Wealth Management first reported a position in T in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.83M in Q2 2025. 1,190 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Finer Wealth Management held 152,434 shares of AT&T worth $3.72M as of Q3 2026.
  • Finer Wealth Management bought 16,827 AT&T shares in Q3 2026, an estimated $406K.
  • AT&T made up 1.47% of Finer Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Finer Wealth Management first reported a position in AT&T in Q4 2021 and has held it in 20 quarters since.
  • Finer Wealth Management's AT&T position peaked at $3.83M in Q2 2025.
  • 1,190 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.