JFA
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JNBA Financial Advisors’s AT&T T Stock Holding History

JNBA 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
Q1 		$174K Hold
6,018
– – 0.01% 191
2025
Q4 		$149K Buy
6,018
+875
+17% +$22.2K 0.01% 199
2025
Q3 		$145K Hold
5,143
– – 0.01% 193
2025
Q2 		$149K Sell
5,143
-281
-5% -$7.74K 0.01% 188
2025
Q1 		$153K Buy
5,424
+33
+0.6% +$830 0.02% 186
2024
Q4 		$123K Sell
5,391
-247
-4% -$5.56K 0.01% 200
2024
Q3 		$124K Buy
5,638
+863
+18% +$17.2K 0.01% 207
2024
Q2 		$91.3K Hold
4,775
– – 0.01% 234
2024
Q1 		$84K Hold
4,775
– – 0.01% 250
2023
Q4 		$80.1K Sell
4,775
-2,244
-32% -$35.4K 0.01% 246
2023
Q3 		$105K Buy
7,019
+2,549
+57% +$37.4K 0.01% 221
2023
Q2 		$71.3K Hold
4,470
– – 0.01% 256
2023
Q1 		$86K Hold
4,470
– – 0.01% 242
2022
Q4 		$82.3K Hold
4,470
– – 0.01% 242
2022
Q3 		$69K Sell
4,470
-600
-12% -$10.9K 0.01% 252
2022
Q2 		$106K Sell
5,070
-848
-14% -$16.9K 0.02% 216
2022
Q1 		$106K Sell
5,918
-29
-0.5% -$537 0.01% 225
2021
Q4 		$111K Buy
5,947
+86
+1% +$1.61K 0.01% 227
2021
Q3 		$120K Sell
5,861
-684
-10% -$14.4K 0.02% 219
2021
Q2 		$142K Buy
6,545
+498
+8% +$11.3K 0.02% 210
2021
Q1 		$138K Buy
6,047
+1,324
+28% +$29.3K 0.02% 205
2020
Q4 		$103K Buy
4,723
+325
+7% +$7.01K 0.02% 209
2020
Q3 		$95K Hold
4,398
– – 0.02% 197
2020
Q2 		$100K Sell
4,398
-190
-4% -$4.33K 0.02% 184
2020
Q1 		$101K Sell
4,588
-394
-8% -$10.8K 0.02% 176
2019
Q4 		$147K Buy
4,982
+51
+1% +$1.47K 0.03% 161
2019
Q3 		$141K Sell
4,931
-932
-16% -$24.7K 0.03% 159
2019
Q2 		$148K Buy
5,863
+261
+5% +$6.26K 0.03% 160
2019
Q1 		$133K Sell
5,602
-352
-6% -$8.1K 0.03% 161
2018
Q4 		$128K Sell
5,954
-185,111
-97% -$4.31M 0.03% 149
2018
Q3 		$4.85M Buy
191,065
+181,976
+2,002% +$4.46M 2.17% 5
2018
Q2 		$220K Buy
9,089
+1,011
+13% +$25.4K 0.05% 122
2018
Q1 		$218K Buy
8,078
+1,887
+30% +$52.5K 0.05% 119
2017
Q4 		$182K Sell
6,191
-662
-10% -$18.1K 0.04% 131
2017
Q3 		$203K Buy
6,853
+662
+11% +$18.8K 0.05% 118
2017
Q2 		$176K Hold
6,191
– – 0.04% 127
2017
Q1 		$194K Buy
6,191
+388
+7% +$12.2K 0.05% 118
2016
Q4 		$186K Sell
5,803
-87,626
-94% -$2.59M 0.05% 117
2016
Q3 		$2.87M Buy
93,429
+88,329
+1,732% +$2.79M 0.42% 23
2016
Q2 		$166K Buy
5,100
+315
+7% +$9.37K 0.05% 130
2016
Q1 		$142K Sell
4,785
-236
-5% -$6.54K 0.05% 125
2015
Q4 		$130K Hold
5,021
– – 0.05% 132
2015
Q3 		$124K Sell
5,021
-652
-11% -$16.6K 0.05% 124
2015
Q2 		$152K Sell
5,673
-861
-13% -$22.3K 0.06% 106
2015
Q1 		$161K Sell
6,534
-662
-9% -$16.8K 0.06% 105
2014
Q4 		$183K Sell
7,196
-60
-0.8% -$1.56K 0.07% 100
2014
Q3 		$193K Buy
7,256
+259
+4% +$6.89K 0.09% 93
2014
Q2 		$187K Hold
6,997
– – 0.09% 94
2014
Q1 		$185K Buy
6,997
+2,383
+52% +$59.8K 0.1% 90
2013
Q4 		$123K Hold
4,614
– – 0.07% 103
2013
Q3 		$118K Sell
4,614
-97
-2% -$2.55K 0.07% 104
2013
Q2 		$126K Buy
+4,711
New +$131K 0.09% 100

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JNBA Financial Advisors's T Position: Q1 2026 in Review

JNBA Financial Advisors held its AT&T (T) position steady in Q1 2026 at 6,018 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #191.

JNBA Financial Advisors first reported a position in T in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.85M in Q3 2018. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • JNBA Financial Advisors held 6,018 shares of AT&T worth $174K as of Q1 2026.
  • JNBA Financial Advisors left its AT&T share count unchanged in Q1 2026.
  • AT&T made up 0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #191 holding.
  • JNBA Financial Advisors first reported a position in AT&T in Q2 2013 and has held it in 52 quarters since.
  • JNBA Financial Advisors's AT&T position peaked at $4.85M in Q3 2018.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.