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Independence Financial Advisors’s AT&T T Stock Holding History

Independence Financial Advisors’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 		– Sell
-10,135
Closed -$294K – 58
2026
Q1 		$294K Buy
10,135
+912
+10% +$24.4K 0.09% 46
2025
Q4 		$229K Sell
9,223
-72
-0.8% -$1.82K 0.06% 51
2025
Q3 		$262K Buy
9,295
+42
+0.5% +$1.19K 0.08% 48
2025
Q2 		$268K Sell
9,253
-298
-3% -$8.21K 0.1% 48
2025
Q1 		$270K Buy
+9,551
New +$240K 0.1% 42

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independence Financial Advisors's T Position: Q2 2026 in Review

Independence Financial Advisors sold out of AT&T (T) in Q2 2026, closing a stake of 10,135 shares — an estimated $294K sold.

Independence Financial Advisors first reported a position in T in Q1 2025 and held it in 5 quarters. The position peaked at $294K in Q1 2026. 2,668 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Independence Financial Advisors reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Independence Financial Advisors sold 10,135 AT&T shares in Q2 2026, an estimated $294K.
  • Independence Financial Advisors first reported a position in AT&T in Q1 2025 and held it in 5 quarters.
  • Independence Financial Advisors's AT&T position peaked at $294K in Q1 2026.
  • 2,668 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.