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IRON Financial’s AT&T T Stock Holding History

IRON Financial’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 		$258K Sell
12,479
-259
-2% -$6.43K 0.11% 124
2026
Q1 		$369K Sell
12,738
-25,940
-67% -$693K 0.16% 81
2025
Q4 		$961K Sell
38,678
-2,972
-7% -$75.2K 0.44% 39
2025
Q3 		$1.18M Sell
41,650
-1,815
-4% -$51.5K 0.56% 32
2025
Q2 		$1.26M Buy
43,465
+2,826
+7% +$77.9K 0.65% 30
2025
Q1 		$1.15M Sell
40,639
-6,369
-14% -$160K 0.64% 29
2024
Q4 		$1.07M Buy
47,008
+1,057
+2% +$23.8K 0.6% 29
2024
Q3 		$1.01M Buy
+45,951
New +$914K 0.55% 33
2022
Q1 		– Sell
-17,023
Closed -$316K – 127
2021
Q4 		$316K Buy
17,023
+1,658
+11% +$31K 0.14% 81
2021
Q3 		$313K Buy
15,365
+1
+0% +$21 0.15% 77
2021
Q2 		$334K Sell
15,364
-1,604
-9% -$36.5K 0.16% 71
2021
Q1 		$388K Sell
16,968
-2,094
-11% -$46.3K 0.2% 55
2020
Q4 		$414K Sell
19,062
-1,291
-6% -$27.8K 0.21% 50
2020
Q3 		$438K Buy
20,353
+113
+0.6% +$2.52K 0.24% 44
2020
Q2 		$462K Sell
20,240
-4,717
-19% -$107K 0.24% 51
2020
Q1 		$549K Sell
24,957
-6,933
-22% -$189K 0.34% 37
2019
Q4 		$941K Buy
31,890
+3,584
+13% +$103K 0.45% 30
2019
Q3 		$809K Buy
28,306
+12,339
+77% +$327K 0.6% 24
2019
Q2 		$378K Buy
15,967
+94
+0.6% +$2.25K 0.35% 59
2019
Q1 		$376K Buy
15,873
+3,002
+23% +$69.1K 0.24% 61
2018
Q4 		$277K Sell
12,871
-3,163
-20% -$73.6K 0.22% 63
2018
Q3 		$407K Sell
16,034
-152
-0.9% -$3.72K 0.27% 52
2018
Q2 		$393K Buy
16,186
+663
+4% +$16.6K 0.21% 67
2018
Q1 		$418K Buy
15,523
+157
+1% +$4.37K 0.27% 63
2017
Q4 		$451K Buy
15,366
+1
+0% +$27 0.31% 52
2017
Q3 		$455K Buy
15,365
+95
+0.6% +$2.7K 0.35% 50
2017
Q2 		$435K Hold
15,270
– – 0.39% 54
2017
Q1 		$479K Hold
15,270
– – 0.35% 54
2016
Q4 		$490K Sell
15,270
-190
-1% -$5.61K 0.33% 44
2016
Q3 		$474K Sell
15,460
-3,122
-17% -$98.7K 0.58% 31
2016
Q2 		$606K Buy
18,582
+1,759
+10% +$52.3K 0.78% 16
2016
Q1 		$498K Sell
16,823
-2,167
-11% -$60K 0.5% 43
2015
Q4 		$494K Buy
18,990
+555
+3% +$14.1K 0.42% 56
2015
Q3 		$454K Buy
18,435
+598
+3% +$15.2K 0.3% 49
2015
Q2 		$479K Sell
17,837
-2,387
-12% -$61.7K 0.45% 26
2015
Q1 		$499K Buy
20,224
+234
+1% +$5.95K 0.39% 29
2014
Q4 		$5.07K Sell
19,990
-185
-0.9% -$4.8K 0.51% 25
2014
Q3 		$537K Sell
20,175
-274
-1% -$7.29K 0.69% 19
2014
Q2 		$546K Sell
20,449
-1,298
-6% -$34.8K 0.48% 26
2014
Q1 		$576K Sell
21,747
-1,296
-6% -$32.5K 0.44% 23
2013
Q4 		$612K Buy
+23,043
New +$606K 0.62% 20

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

IRON Financial's T Position: Q2 2026 in Review

IRON Financial reduced its AT&T (T) stake by 2% in Q2 2026, selling an estimated $6.43K and leaving 12,479 shares worth $258K. The position accounts for 0.11% of the portfolio, ranked #124.

IRON Financial first reported a position in T in Q4 2013 and has held it in 41 quarters since. The position peaked at $1.26M in Q2 2025. 1,275 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • IRON Financial held 12,479 shares of AT&T worth $258K as of Q2 2026.
  • IRON Financial sold 259 AT&T shares in Q2 2026, an estimated $6.43K.
  • AT&T made up 0.11% of IRON Financial's portfolio in Q2 2026, its #124 holding.
  • IRON Financial first reported a position in AT&T in Q4 2013 and has held it in 41 quarters since.
  • IRON Financial's AT&T position peaked at $1.26M in Q2 2025.
  • 1,275 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.