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

Greenberg 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
2025
Q4 		$228K Buy
+9,186
New +$233K 0.09% 96
2025
Q2 		– Sell
-8,796
Closed -$255K – 136
2025
Q1 		$255K Buy
+8,796
New +$221K 0.11% 89

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Greenberg Financial Group's T Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in AT&T (T) in Q4 2025: 9,186 shares worth $228K. The stake represents 0.09% of the portfolio and ranks #96 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in T as recently as Q1 2025.

Greenberg Financial Group first reported a position in T in Q1 2025 and has held it in 2 quarters since. The position peaked at $255K in Q1 2025. 2,862 funds tracked by Wall St. Rank hold T as of Q4 2025.

  • Greenberg Financial Group held 9,186 shares of AT&T worth $228K as of Q4 2025.
  • AT&T was a new Greenberg Financial Group position in Q4 2025.
  • AT&T made up 0.09% of Greenberg Financial Group's portfolio in Q4 2025, its #96 holding.
  • Greenberg Financial Group first reported a position in AT&T in Q1 2025 and has held it in 2 quarters since.
  • Greenberg Financial Group's AT&T position peaked at $255K in Q1 2025.
  • 2,862 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.