JTF
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J. Team Financial’s AT&T T Stock Holding History

J. Team 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 		$520K Sell
25,101
-1,420
-5% -$35.2K 0.5% 41
2026
Q1 		$769K Sell
26,521
-9,941
-27% -$266K 0.86% 35
2025
Q4 		$906K Buy
36,462
+15,515
+74% +$393K 0.91% 30
2025
Q3 		$592K Buy
+20,947
New +$595K 0.6% 34

Other funds holding T

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

J. Team Financial's T Position: Q2 2026 in Review

J. Team Financial reduced its AT&T (T) stake by 5.4% in Q2 2026, selling an estimated $35.2K and leaving 25,101 shares worth $520K. The position accounts for 0.5% of the portfolio, ranked #41.

J. Team Financial first reported a position in T in Q3 2025 and has held it in 4 quarters since. The position peaked at $906K in Q4 2025. 1,629 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • J. Team Financial held 25,101 shares of AT&T worth $520K as of Q2 2026.
  • J. Team Financial sold 1,420 AT&T shares in Q2 2026, an estimated $35.2K.
  • AT&T made up 0.5% of J. Team Financial's portfolio in Q2 2026, its #41 holding.
  • J. Team Financial first reported a position in AT&T in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's AT&T position peaked at $906K in Q4 2025.
  • 1,629 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.