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Fortress Financial Group’s AT&T T Stock Holding History

Fortress Financial Group’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 		$235K Buy
+8,095
New +$216K 0.17% 75
2025
Q4 		– Sell
-7,920
Closed -$224K – 87
2025
Q3 		$224K Buy
7,920
+78
+1% +$2.21K 0.17% 76
2025
Q2 		$227K Sell
7,842
-81
-1% -$2.23K 0.19% 68
2025
Q1 		$224K Buy
+7,923
New +$199K 0.22% 64

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
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 $1.56T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortress Financial Group's T Position: Q1 2026 in Review

Fortress Financial Group opened a new position in AT&T (T) in Q1 2026: 8,095 shares worth $235K. The stake represents 0.17% of the portfolio and ranks #75 among its holdings. This is a return to the name: Fortress Financial Group previously reported a position in T as recently as Q3 2025.

Fortress Financial Group first reported a position in T in Q1 2025 and has held it in 4 quarters since. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Fortress Financial Group held 8,095 shares of AT&T worth $235K as of Q1 2026.
  • AT&T was a new Fortress Financial Group position in Q1 2026.
  • AT&T made up 0.17% of Fortress Financial Group's portfolio in Q1 2026, its #75 holding.
  • Fortress Financial Group first reported a position in AT&T in Q1 2025 and has held it in 4 quarters since.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.