Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$560K Sell
19,313
-2,902
-13% -$77.5K 0.11% 86
2025
Q4
$552K Buy
22,215
+160
+0.7% +$4.05K 0.11% 85
2025
Q3
$623K Sell
22,055
-7,183
-25% -$204K 0.14% 81
2025
Q2
$846K Sell
29,238
-4,537
-13% -$125K 0.2% 73
2025
Q1
$955K Buy
33,775
+2,383
+8% +$59.9K 0.25% 60
2024
Q4
$715K Buy
31,392
+4,827
+18% +$109K 0.19% 76
2024
Q3
$584K Sell
26,565
-4,859
-15% -$96.7K 0.17% 68
2024
Q2
$601K Buy
31,424
+6,474
+26% +$113K 0.18% 67
2024
Q1
$439K Sell
24,950
-638
-2% -$10.9K 0.14% 75
2023
Q4
$429K Sell
25,588
-1,930
-7% -$30.5K 0.15% 72
2023
Q3
$413K Buy
27,518
+1,408
+5% +$20.6K 0.16% 71
2023
Q2
$416K Sell
26,110
-30,863
-54% -$526K 0.15% 69
2023
Q1
$1.1M Sell
56,973
-531
-0.9% -$10.1K 0.41% 36
2022
Q4
$1.06M Buy
57,504
+30,339
+112% +$543K 0.4% 39
2022
Q3
$417K Buy
27,165
+4,510
+20% +$82.1K 0.16% 78
2022
Q2
$475K Sell
22,655
-10,168
-31% -$203K 0.22% 70
2022
Q1
$586K Buy
32,823
+419
+1% +$7.75K 0.25% 52
2021
Q4
$602K Sell
32,404
-6,394
-16% -$120K 0.29% 40
2021
Q3
$792K Sell
38,798
-1,891
-5% -$39.7K 0.39% 31
2021
Q2
$884K Buy
40,689
+954
+2% +$21.7K 0.52% 23
2021
Q1
$908K Sell
39,735
-843
-2% -$18.6K 0.57% 22
2020
Q4
$881K Sell
40,578
-6,560
-14% -$141K 0.62% 22
2020
Q3
$1.01M Sell
47,138
-854
-2% -$19.1K 0.8% 19
2020
Q2
$1.1M Sell
47,992
-2,158
-4% -$49.1K 0.95% 16
2020
Q1
$1.1M Sell
50,150
-6,950
-12% -$190K 1.12% 16
2019
Q4
$1.69M Sell
57,100
-4,089
-7% -$118K 1.67% 9
2019
Q3
$1.75M Buy
61,189
+619
+1% +$16.4K 1.9% 8
2019
Q2
$1.53M Buy
60,570
+2,393
+4% +$57.4K 1.67% 10
2019
Q1
$1.38M Buy
58,177
+29,347
+102% +$675K 1.52% 12
2018
Q4
$621K Buy
+28,830
New +$671K 0.64% 19

Other funds holding T

JSF Financial's T Position: Q1 2026 in Review

JSF Financial reduced its AT&T (T) stake by 13% in Q1 2026, selling an estimated $77.5K and leaving 19,313 shares worth $560K. The position accounts for 0.11% of the portfolio, ranked #86.

JSF Financial first reported a position in T in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.75M in Q3 2019. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • JSF Financial held 19,313 shares of AT&T worth $560K as of Q1 2026.
  • JSF Financial sold 2,902 AT&T shares in Q1 2026, an estimated $77.5K.
  • AT&T made up 0.11% of JSF Financial's portfolio in Q1 2026, its #86 holding.
  • JSF Financial first reported a position in AT&T in Q4 2018 and has held it in 30 quarters since.
  • JSF Financial's AT&T position peaked at $1.75M in Q3 2019.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.