FI
T icon

Finivi Inc’s AT&T T Stock Holding History

Finivi Inc’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 		$2.52M Sell
121,950
-11
-0% -$273 1.29% 26
2026
Q1 		$3.54M Buy
121,961
+8,620
+8% +$230K 1.93% 18
2025
Q4 		$2.82M Sell
113,341
-1,051
-0.9% -$26.6K 1.63% 21
2025
Q3 		$3.23M Buy
114,392
+1,459
+1% +$41.4K 2.06% 17
2025
Q2 		$3.27M Buy
112,933
+2,543
+2% +$70.1K 2.21% 16
2025
Q1 		$3.12M Buy
110,390
+8,701
+9% +$219K 2.51% 14
2024
Q4 		$2.32M Buy
101,689
+31,961
+46% +$719K 1.85% 21
2024
Q3 		$1.53M Buy
69,728
+7,167
+11% +$143K 1.24% 28
2024
Q2 		$1.2M Buy
62,561
+3,335
+6% +$58K 0.99% 31
2024
Q1 		$1.04M Buy
59,226
+24,685
+71% +$422K 0.94% 34
2023
Q4 		$580K Buy
+34,541
New +$545K 0.57% 49
2021
Q4 		$366K Buy
+19,713
New +$368K 0.39% 53

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Finivi Inc's T Position: Q2 2026 in Review

Finivi Inc reduced its AT&T (T) stake by 0.01% in Q2 2026, selling an estimated $273 and leaving 121,950 shares worth $2.52M. The position accounts for 1.29% of the portfolio, ranked #26.

Finivi Inc first reported a position in T in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.54M in Q1 2026. 2,641 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Finivi Inc held 121,950 shares of AT&T worth $2.52M as of Q2 2026.
  • Finivi Inc sold 11 AT&T shares in Q2 2026, an estimated $273.
  • AT&T made up 1.29% of Finivi Inc's portfolio in Q2 2026, its #26 holding.
  • Finivi Inc first reported a position in AT&T in Q4 2021 and has held it in 12 quarters since.
  • Finivi Inc's AT&T position peaked at $3.54M in Q1 2026.
  • 2,641 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.