Key Financial Inc
T icon

Key Financial Inc’s AT&T T Stock Holding History

Key Financial Inc’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 		$457K Sell
18,733
-1,985
-10% -$47.9K 0.07% 199
2026
Q2 		$429K Sell
20,718
-11,197
-35% -$278K 0.07% 206
2026
Q1 		$925K Buy
31,915
+286
+0.9% +$7.64K 0.16% 113
2025
Q4 		$786K Buy
31,629
+717
+2% +$18.2K 0.14% 128
2025
Q3 		$852K Buy
30,912
+76
+0.2% +$2.16K 0.16% 117
2025
Q2 		$892K Sell
30,836
-219
-0.7% -$6.04K 0.18% 108
2025
Q1 		$878K Hold
31,055
– – 0.19% 97
2024
Q4 		$707K Buy
31,055
+1,717
+6% +$38.6K 0.16% 115
2024
Q3 		$645K Sell
29,338
-111
-0.4% -$2.21K 0.14% 129
2024
Q2 		$563K Sell
29,449
-1,955
-6% -$34K 0.13% 133
2024
Q1 		$553K Buy
31,404
+43
+0.1% +$734 0.14% 127
2023
Q4 		$526K Sell
31,361
-80
-0.3% -$1.26K 0.14% 117
2023
Q3 		$472K Hold
31,441
– – 0.16% 109
2023
Q2 		$501K Buy
31,441
+1,698
+6% +$28.9K 0.17% 111
2023
Q1 		$573K Buy
29,743
+138
+0.5% +$2.64K 0.21% 93
2022
Q4 		$454K Hold
29,605
– – 0.21% 91
2022
Q3 		$454K Buy
29,605
+18,566
+168% +$338K 0.21% 91
2022
Q2 		$234K Sell
11,039
-6,201
-36% -$124K 0.13% 131
2022
Q1 		$308K Buy
17,240
+5,079
+42% +$94K 0.15% 115
2021
Q4 		$226K Sell
12,161
-6,963
-36% -$130K 0.11% 141
2021
Q3 		$390K Sell
19,124
-4,337
-18% -$91.1K 0.22% 93
2021
Q2 		$497K Buy
23,461
+12
+0.1% +$273 0.28% 74
2021
Q1 		$536K Buy
23,449
+962
+4% +$21.3K 0.35% 59
2020
Q4 		$488K Sell
22,487
-265
-1% -$5.72K 0.36% 57
2020
Q3 		$490K Sell
22,752
-3,085
-12% -$68.9K 0.5% 51
2020
Q2 		$584K Buy
25,837
+121
+0.5% +$2.76K 0.67% 38
2020
Q1 		$587K Sell
25,716
-5,424
-17% -$148K 0.6% 32
2019
Q4 		$919K Buy
+31,140
New +$899K 0.86% 26

Other funds holding T

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Key Financial Inc's T Position: Q3 2026 in Review

Key Financial Inc reduced its AT&T (T) stake by 9.6% in Q3 2026, selling an estimated $47.9K and leaving 18,733 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #199.

Key Financial Inc first reported a position in T in Q4 2019 and has held it in 28 quarters since. The position peaked at $925K in Q1 2026. 1,710 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Key Financial Inc held 18,733 shares of AT&T worth $457K as of Q3 2026.
  • Key Financial Inc sold 1,985 AT&T shares in Q3 2026, an estimated $47.9K.
  • AT&T made up 0.07% of Key Financial Inc's portfolio in Q3 2026, its #199 holding.
  • Key Financial Inc first reported a position in AT&T in Q4 2019 and has held it in 28 quarters since.
  • Key Financial Inc's AT&T position peaked at $925K in Q1 2026.
  • 1,710 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.