IFG
T icon

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

Independent 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
2026
Q2 		$2.51M Sell
121,468
-84,629
-41% -$2.1M 0.05% 384
2026
Q1 		$5.97M Buy
206,097
+81,242
+65% +$2.17M 0.13% 154
2025
Q4 		$3.1M Sell
124,855
-3,623
-3% -$91.7K 0.07% 275
2025
Q3 		$3.63M Sell
128,478
-16,818
-12% -$478K 0.09% 213
2025
Q2 		$4.2M Sell
145,296
-46,155
-24% -$1.27M 0.12% 169
2025
Q1 		$5.41M Buy
191,451
+33,557
+21% +$844K 0.19% 106
2024
Q4 		$3.6M Sell
157,894
-9,430
-6% -$212K 0.12% 167
2024
Q3 		$3.68M Sell
167,324
-21,759
-12% -$433K 0.14% 145
2024
Q2 		$3.61M Buy
189,083
+22,450
+13% +$390K 0.14% 132
2024
Q1 		$2.93M Sell
166,633
-4,123
-2% -$70.4K 0.13% 151
2023
Q4 		$2.87M Sell
170,756
-1,434
-0.8% -$22.6K 0.15% 142
2023
Q3 		$2.59M Sell
172,190
-9,317
-5% -$137K 0.17% 131
2023
Q2 		$2.9M Buy
181,507
+26,058
+17% +$444K 0.2% 109
2023
Q1 		$2.99M Buy
155,449
+1,815
+1% +$34.7K 0.24% 97
2022
Q4 		$2.83M Sell
153,634
-3,224
-2% -$57.7K 0.24% 85
2022
Q3 		$2.41M Buy
156,858
+76
+0% +$1.38K 0.22% 90
2022
Q2 		$3.29M Sell
156,782
-42,493
-21% -$847K 0.35% 57
2022
Q1 		$3.56M Buy
199,275
+6,204
+3% +$115K 0.29% 62
2021
Q4 		$3.59M Sell
193,071
-20,865
-10% -$390K 0.3% 62
2021
Q3 		$4.36M Buy
213,936
+21,928
+11% +$461K 0.45% 37
2021
Q2 		$4.17M Buy
192,008
+38,078
+25% +$866K 0.44% 38
2021
Q1 		$3.52M Buy
153,930
+31,555
+26% +$698K 0.46% 40
2020
Q4 		$2.66M Buy
122,375
+6,411
+6% +$138K 0.39% 50
2020
Q3 		$2.5M Buy
115,964
+14,889
+15% +$333K 0.47% 38
2020
Q2 		$2.31M Buy
101,075
+10,949
+12% +$249K 0.51% 37
2020
Q1 		$1.98M Buy
+90,126
New +$2.46M 0.58% 30

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

Independent Financial Group's T Position: Q2 2026 in Review

Independent Financial Group reduced its AT&T (T) stake by 41% in Q2 2026, selling an estimated $2.1M and leaving 121,468 shares worth $2.51M. The position accounts for 0.05% of the portfolio, ranked #384.

Independent Financial Group first reported a position in T in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.97M in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Independent Financial Group held 121,468 shares of AT&T worth $2.51M as of Q2 2026.
  • Independent Financial Group sold 84,629 AT&T shares in Q2 2026, an estimated $2.1M.
  • AT&T made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #384 holding.
  • Independent Financial Group first reported a position in AT&T in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's AT&T position peaked at $5.97M in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.