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Global Financial Private Client’s AT&T T Stock Holding History

Global Financial Private Client’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 		$296K Buy
12,126
+531
+5% +$12.8K 0.08% 207
2026
Q2 		$240K Sell
11,595
-15,993
-58% -$397K 0.07% 228
2026
Q1 		$800K Buy
27,588
+1,575
+6% +$42.1K 0.26% 114
2025
Q4 		$646K Buy
26,013
+14,530
+127% +$368K 0.23% 119
2025
Q3 		$324K Sell
11,483
-1,252
-10% -$35.6K 0.12% 186
2025
Q2 		$369K Buy
12,735
+139
+1% +$3.83K 0.14% 164
2025
Q1 		$356K Buy
12,596
+281
+2% +$7.07K 0.14% 156
2024
Q4 		$280K Buy
12,315
+116
+1% +$2.61K 0.11% 174
2024
Q3 		$268K Buy
12,199
+758
+7% +$15.1K 0.1% 178
2024
Q2 		$219K Buy
11,441
+3
+0% +$52 0.09% 181
2024
Q1 		$200K Buy
11,438
+4
+0% +$68 0.09% 180
2023
Q4 		$192K Sell
11,434
-7,747
-40% -$122K 0.09% 177
2023
Q3 		$281K Sell
19,181
-164
-0.8% -$2.4K 0.15% 144
2023
Q2 		$312K Buy
19,345
+25
+0.1% +$426 0.15% 143
2023
Q1 		$375K Buy
19,320
+2
+0% +$38 0.19% 114
2022
Q4 		$356K Buy
19,318
+1,649
+9% +$29.5K 0.2% 103
2022
Q3 		$281K Buy
17,669
+4,983
+39% +$90.7K 0.16% 115
2022
Q2 		$270K Sell
12,686
-4,187
-25% -$83.5K 0.15% 119
2022
Q1 		$306K Buy
16,873
+6,628
+65% +$123K 0.15% 121
2021
Q4 		$190K Sell
10,245
-4,106
-29% -$76.8K 0.09% 145
2021
Q3 		$294K Buy
14,351
+131
+0.9% +$2.75K 0.15% 115
2021
Q2 		$313K Buy
14,220
+149
+1% +$3.39K 0.17% 110
2021
Q1 		$324K Sell
14,071
-1,426
-9% -$31.5K 0.23% 91
2020
Q4 		$337K Sell
15,497
-4,074
-21% -$87.9K 0.27% 78
2020
Q3 		$421K Sell
19,571
-3,652
-16% -$81.6K 0.37% 59
2020
Q2 		$524K Sell
23,223
-2,415
-9% -$55K 0.46% 55
2020
Q1 		$543K Buy
25,638
+166
+0.7% +$4.54K 0.58% 38
2019
Q4 		$752K Buy
+25,472
New +$735K 0.63% 37

Other funds holding T

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Global Financial Private Client's T Position: Q3 2026 in Review

Global Financial Private Client increased its AT&T (T) stake by 4.6% in Q3 2026, buying an estimated $12.8K and bringing the position to 12,126 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #207.

Global Financial Private Client first reported a position in T in Q4 2019 and has held it in 28 quarters since. The position peaked at $800K in Q1 2026. 316 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Global Financial Private Client held 12,126 shares of AT&T worth $296K as of Q3 2026.
  • Global Financial Private Client bought 531 AT&T shares in Q3 2026, an estimated $12.8K.
  • AT&T made up 0.08% of Global Financial Private Client's portfolio in Q3 2026, its #207 holding.
  • Global Financial Private Client first reported a position in AT&T in Q4 2019 and has held it in 28 quarters since.
  • Global Financial Private Client's AT&T position peaked at $800K in Q1 2026.
  • 316 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.