Heritage Financial Services’s AT&T T Stock Holding History

Heritage Financial Services’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	$245K	Buy	9,879 +88	+0.9%	+$2.23K	0.02%	109
2025 Q3	$277K	Sell	9,791 -4,108	-30%	-$117K	0.02%	108
2025 Q2	$402K	Buy	13,899 +3,640	+35%	+$100K	0.04%	79
2025 Q1	$290K	Buy	10,259 +1,415	+16%	+$35.6K	0.03%	90
2024 Q4	$201K	Buy	+8,844	New	+$199K	0.03%	116
2022 Q3	–	Sell	-9,526	Closed	-$199K	–	421
2022 Q2	$199K	Sell	9,526 -4,181	-31%	-$83.4K	0.11%	65
2022 Q1	$244K	Buy	13,707 +1,059	+8%	+$19.6K	0.16%	67
2021 Q4	$235K	Buy	+12,648	New	+$236K	0.18%	70

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Financial Services's T Position: Q4 2025 in Review

Heritage Financial Services increased its AT&T (T) stake by 0.9% in Q4 2025, buying an estimated $2.23K and bringing the position to 9,879 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #109.

Heritage Financial Services first reported a position in T in Q4 2021 and has held it in 8 quarters since. The position peaked at $402K in Q2 2025. 2,851 funds tracked by Wall St. Rank hold T as of Q4 2025.

Heritage Financial Services held 9,879 shares of AT&T worth $245K as of Q4 2025.
Heritage Financial Services bought 88 AT&T shares in Q4 2025, an estimated $2.23K.
AT&T made up 0.02% of Heritage Financial Services's portfolio in Q4 2025, its #109 holding.
Heritage Financial Services first reported a position in AT&T in Q4 2021 and has held it in 8 quarters since.
Heritage Financial Services's AT&T position peaked at $402K in Q2 2025.
2,851 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.