KFG
T icon

Kelly Financial Group’s AT&T T Stock Holding History

Kelly Financial Group’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 		$276K Sell
13,312
-222
-2% -$5.51K 0.06% 85
2026
Q1 		$392K Buy
13,534
+2,403
+22% +$64.2K 0.1% 62
2025
Q4 		$276K Sell
11,131
-102
-0.9% -$2.58K 0.07% 71
2025
Q3 		$317K Hold
11,233
– – 0.08% 65
2025
Q2 		$325K Buy
11,233
+200
+2% +$5.51K 0.09% 59
2025
Q1 		$312K Sell
11,033
-417
-4% -$10.5K 0.1% 65
2024
Q4 		$261K Buy
+11,450
New +$258K 0.09% 64

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kelly Financial Group's T Position: Q2 2026 in Review

Kelly Financial Group reduced its AT&T (T) stake by 1.6% in Q2 2026, selling an estimated $5.51K and leaving 13,312 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #85.

Kelly Financial Group first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Kelly Financial Group held 13,312 shares of AT&T worth $276K as of Q2 2026.
  • Kelly Financial Group sold 222 AT&T shares in Q2 2026, an estimated $5.51K.
  • AT&T made up 0.06% of Kelly Financial Group's portfolio in Q2 2026, its #85 holding.
  • Kelly Financial Group first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
  • Kelly Financial Group's AT&T position peaked at $392K in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.