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Kestra Private Wealth Services’s AT&T T Stock Holding History

Kestra Private Wealth Services’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 		$10.2M Sell
351,328
-20,523
-6% -$548K 0.13% 179
2025
Q4 		$9.24M Buy
371,851
+11,535
+3% +$292K 0.11% 194
2025
Q3 		$10.2M Sell
360,316
-1,388
-0.4% -$39.4K 0.13% 175
2025
Q2 		$10.5M Sell
361,704
-2,062
-0.6% -$56.8K 0.15% 158
2025
Q1 		$10.3M Sell
363,766
-19,750
-5% -$497K 0.17% 134
2024
Q4 		$8.73M Buy
383,516
+36,395
+10% +$819K 0.15% 158
2024
Q3 		$7.64M Buy
347,121
+7,916
+2% +$158K 0.14% 162
2024
Q2 		$6.48M Buy
339,205
+24,513
+8% +$426K 0.13% 176
2024
Q1 		$5.54M Buy
314,692
+29,816
+10% +$509K 0.12% 184
2023
Q4 		$4.78M Buy
284,876
+49,313
+21% +$779K 0.12% 194
2023
Q3 		$3.54M Buy
235,563
+12,689
+6% +$186K 0.11% 207
2023
Q2 		$3.55M Buy
222,874
+3,543
+2% +$60.3K 0.12% 183
2023
Q1 		$4.22M Buy
219,331
+28,145
+15% +$538K 0.17% 146
2022
Q4 		$3.52M Buy
191,186
+22,292
+13% +$399K 0.18% 143
2022
Q3 		$2.59M Sell
168,894
-5,934
-3% -$108K 0.15% 160
2022
Q2 		$3.66M Sell
174,828
-55,065
-24% -$1.1M 0.21% 123
2022
Q1 		$4.1M Sell
229,893
-26,294
-10% -$486K 0.2% 119
2021
Q4 		$4.76M Buy
256,187
+25,943
+11% +$485K 0.23% 108
2021
Q3 		$4.7M Sell
230,244
-51,839
-18% -$1.09M 0.26% 89
2021
Q2 		$6.13M Sell
282,083
-27,226
-9% -$619K 0.37% 55
2021
Q1 		$7.07M Sell
309,309
-36,312
-11% -$803K 0.49% 38
2020
Q4 		$7.44M Sell
345,621
-6,268
-2% -$135K 0.55% 30
2020
Q3 		$7.58M Buy
+351,889
New +$7.86M 0.66% 26

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

Kestra Private Wealth Services's T Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its AT&T (T) stake by 5.5% in Q1 2026, selling an estimated $548K and leaving 351,328 shares worth $10.2M. The position accounts for 0.13% of the portfolio, ranked #179.

Kestra Private Wealth Services first reported a position in T in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.5M in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Kestra Private Wealth Services held 351,328 shares of AT&T worth $10.2M as of Q1 2026.
  • Kestra Private Wealth Services sold 20,523 AT&T shares in Q1 2026, an estimated $548K.
  • AT&T made up 0.13% of Kestra Private Wealth Services's portfolio in Q1 2026, its #179 holding.
  • Kestra Private Wealth Services first reported a position in AT&T in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's AT&T position peaked at $10.5M in Q2 2025.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.