BFC Planning, Inc.’s AT&T T Stock Holding History

BFC Planning, 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	$2.47M	Sell	119,268 -16,899	-12%	-$419K	0.1%	206
2026 Q1	$3.95M	Sell	136,167 -2,793	-2%	-$74.6K	0.18%	113
2025 Q4	$3.45M	Buy	138,960 +40,644	+41%	+$1.03M	0.15%	140
2025 Q3	$2.78M	Sell	98,316 -9,763	-9%	-$277K	0.2%	94
2025 Q2	$3.13M	Sell	108,079 -5,809	-5%	-$160K	0.25%	80
2025 Q1	$3.22M	Sell	113,888 -2,291	-2%	-$57.6K	0.28%	76
2024 Q4	$2.65M	Buy	+116,179	New	+$2.61M	0.22%	86

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BFC Planning, Inc.'s T Position: Q2 2026 in Review

BFC Planning, Inc. reduced its AT&T (T) stake by 12% in Q2 2026, selling an estimated $419K and leaving 119,268 shares worth $2.47M. The position accounts for 0.1% of the portfolio, ranked #206.

BFC Planning, Inc. first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.95M in Q1 2026. 2,708 funds tracked by Wall St. Rank hold T as of Q2 2026.

BFC Planning, Inc. held 119,268 shares of AT&T worth $2.47M as of Q2 2026.
BFC Planning, Inc. sold 16,899 AT&T shares in Q2 2026, an estimated $419K.
AT&T made up 0.1% of BFC Planning, Inc.'s portfolio in Q2 2026, its #206 holding.
BFC Planning, Inc. first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s AT&T position peaked at $3.95M in Q1 2026.
2,708 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.