Focus Partners Advisor Solutions’s AT&T T Stock Holding History

Focus Partners Advisor Solutions’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 Q1	$3.57M	Sell	123,273 -87,946	-42%	-$2.35M	0.04%	230
2025 Q4	$5.25M	Buy	211,219 +26,378	+14%	+$668K	0.06%	144
2025 Q3	$4.91M	Buy	184,841 +26,225	+17%	+$745K	0.06%	175
2025 Q2	$4.59M	Buy	158,616 +25,902	+20%	+$714K	0.06%	151
2025 Q1	$3.75M	Buy	132,714 +1,379	+1%	+$34.7K	0.06%	159
2024 Q4	$2.99M	Sell	131,335 -63,701	-33%	-$1.43M	0.05%	168
2024 Q3	$4.29M	Sell	195,036 -1,642	-0.8%	-$32.7K	0.09%	112
2024 Q2	$3.76M	Buy	196,678 +13,068	+7%	+$227K	0.1%	105
2024 Q1	$3.23M	Buy	183,610 +120,022	+189%	+$2.05M	0.09%	114
2023 Q4	$1.07M	Sell	63,588 -104,022	-62%	-$1.64M	0.05%	161
2023 Q3	$2.52M	Buy	167,610 +109,482	+188%	+$1.6M	0.12%	84
2023 Q2	$927K	Sell	58,128 -507	-0.9%	-$8.63K	0.05%	146
2023 Q1	$1.13M	Buy	58,635 +7,026	+14%	+$134K	0.07%	113
2022 Q4	$950K	Sell	51,609 -10,193	-16%	-$182K	0.07%	131
2022 Q3	$948K	Buy	61,802 +7,603	+14%	+$138K	0.06%	158
2022 Q2	$1.14M	Buy	54,199 +7,058	+15%	+$141K	0.1%	102
2022 Q1	$843K	Sell	47,141 -4,036	-8%	-$74.7K	0.08%	120
2021 Q4	$953K	Buy	+51,177	New	+$957K	0.2%	37

Other funds holding T

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return