KWM
T icon

Kaydan Wealth Management’s AT&T T Stock Holding History

Kaydan Wealth Management’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 		$812K Buy
33,278
+13,995
+73% +$338K 0.28% 51
2026
Q2 		$399K Buy
19,283
+68
+0.4% +$1.69K 0.12% 80
2026
Q1 		$557K Buy
19,215
+1,185
+7% +$31.7K 0.19% 60
2025
Q4 		$448K Buy
18,030
+71
+0.4% +$1.8K 0.13% 71
2025
Q3 		$507K Buy
17,959
+47
+0.3% +$1.33K 0.14% 65
2025
Q2 		$518K Buy
17,912
+63
+0.4% +$1.74K 0.17% 60
2025
Q1 		$505K Sell
17,849
-727
-4% -$18.3K 0.16% 61
2024
Q4 		$423K Buy
18,576
+539
+3% +$12.1K 0.14% 67
2024
Q3 		$397K Buy
18,037
+1,001
+6% +$19.9K 0.12% 72
2024
Q2 		$326K Buy
+17,036
New +$296K 0.12% 77
2022
Q3 		– Sell
-9,818
Closed -$206K – 92
2022
Q2 		$206K Sell
9,818
-3,249
-25% -$64.8K 0.11% 86
2022
Q1 		$233K Sell
13,067
-452
-3% -$8.36K 0.1% 93
2021
Q4 		$251K Buy
+13,519
New +$253K 0.1% 92

Other funds holding T

QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Kaydan Wealth Management's T Position: Q3 2026 in Review

Kaydan Wealth Management increased its AT&T (T) stake by 73% in Q3 2026, buying an estimated $338K and bringing the position to 33,278 shares worth $812K. The position accounts for 0.28% of the portfolio, ranked #51.

Kaydan Wealth Management first reported a position in T in Q4 2021 and has held it in 13 quarters since. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Kaydan Wealth Management held 33,278 shares of AT&T worth $812K as of Q3 2026.
  • Kaydan Wealth Management bought 13,995 AT&T shares in Q3 2026, an estimated $338K.
  • AT&T made up 0.28% of Kaydan Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Kaydan Wealth Management first reported a position in AT&T in Q4 2021 and has held it in 13 quarters since.
  • 147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.