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Independent Wealth Network’s AT&T T Stock Holding History

Independent Wealth Network’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 		$464K Sell
18,997
-545
-3% -$13.1K 0.12% 190
2026
Q2 		$405K Buy
19,542
+375
+2% +$9.31K 0.1% 205
2026
Q1 		$556K Sell
19,167
-1,869
-9% -$49.9K 0.17% 154
2025
Q4 		$523K Buy
21,036
+1,492
+8% +$37.8K 0.16% 144
2025
Q3 		$552K Buy
19,544
+505
+3% +$14.3K 0.18% 138
2025
Q2 		$551K Buy
19,039
+1,116
+6% +$30.8K 0.2% 129
2025
Q1 		$507K Buy
17,923
+130
+0.7% +$3.27K 0.2% 127
2024
Q4 		$405K Buy
17,793
+1,066
+6% +$24K 0.16% 145
2024
Q3 		$368K Sell
16,727
-9,190
-35% -$183K 0.16% 144
2024
Q2 		$495K Sell
25,917
-83
-0.3% -$1.44K 0.23% 118
2024
Q1 		$458K Sell
26,000
-167
-0.6% -$2.85K 0.21% 122
2023
Q4 		$439K Sell
26,167
-1,783
-6% -$28.2K 0.23% 114
2023
Q3 		$420K Sell
27,950
-363
-1% -$5.32K 0.26% 102
2023
Q2 		$452K Sell
28,313
-457
-2% -$7.78K 0.27% 96
2023
Q1 		$554K Sell
28,770
-350
-1% -$6.69K 0.35% 64
2022
Q4 		$536K Buy
29,120
+533
+2% +$9.5K 0.37% 62
2022
Q3 		$439K Sell
28,587
-560
-2% -$10.2K 0.34% 72
2022
Q2 		$611K Sell
29,147
-9,944
-25% -$198K 0.44% 58
2022
Q1 		$698K Buy
39,091
+702
+2% +$13K 0.44% 60
2021
Q4 		$713K Sell
38,389
-3,432
-8% -$64.2K 0.44% 58
2021
Q3 		$795K Buy
+41,821
New +$879K 0.52% 49

Other funds holding T

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Independent Wealth Network's T Position: Q3 2026 in Review

Independent Wealth Network reduced its AT&T (T) stake by 2.8% in Q3 2026, selling an estimated $13.1K and leaving 18,997 shares worth $464K. The position accounts for 0.12% of the portfolio, ranked #190.

Independent Wealth Network first reported a position in T in Q3 2021 and has held it in 21 quarters since. The position peaked at $795K in Q3 2021. 1,963 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Independent Wealth Network held 18,997 shares of AT&T worth $464K as of Q3 2026.
  • Independent Wealth Network sold 545 AT&T shares in Q3 2026, an estimated $13.1K.
  • AT&T made up 0.12% of Independent Wealth Network's portfolio in Q3 2026, its #190 holding.
  • Independent Wealth Network first reported a position in AT&T in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's AT&T position peaked at $795K in Q3 2021.
  • 1,963 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.