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KFA Private Wealth Group’s AT&T T Stock Holding History

KFA Private Wealth 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
Q3 		$463K Buy
18,989
+1,408
+8% +$34K 0.11% 86
2026
Q2 		$364K Sell
17,581
-3,541
-17% -$87.9K 0.09% 104
2026
Q1 		$612K Buy
21,122
+187
+0.9% +$5K 0.15% 75
2025
Q4 		$520K Buy
20,935
+19
+0.1% +$481 0.13% 78
2025
Q3 		$591K Buy
20,916
+739
+4% +$21K 0.17% 67
2025
Q2 		$584K Buy
20,177
+41
+0.2% +$1.13K 0.18% 66
2025
Q1 		$569K Buy
20,136
+2,674
+15% +$67.2K 0.2% 58
2024
Q4 		$398K Buy
17,462
+1,030
+6% +$23.2K 0.17% 58
2024
Q3 		$362K Buy
+16,432
New +$327K 0.17% 58
2024
Q2 		– Sell
-10,301
Closed -$181K – 94
2024
Q1 		$181K Buy
10,301
+163
+2% +$2.78K 0.06% 99
2023
Q4 		$170K Sell
10,138
-154
-1% -$2.43K 0.06% 85
2023
Q3 		$155K Sell
10,292
-993
-9% -$14.6K 0.06% 78
2023
Q2 		$180K Sell
11,285
-3,691
-25% -$62.9K 0.07% 74
2023
Q1 		$288K Buy
14,976
+3,297
+28% +$63K 0.13% 63
2022
Q4 		$215K Buy
11,679
+114
+1% +$2.04K 0.11% 63
2022
Q3 		$177K Sell
11,565
-780
-6% -$14.2K 0.09% 64
2022
Q2 		$259K Sell
12,345
-3,857
-24% -$76.9K 0.14% 57
2022
Q1 		$289K Sell
16,202
-916
-5% -$16.9K 0.14% 60
2021
Q4 		$318K Buy
17,118
+391
+2% +$7.31K 0.16% 55
2021
Q3 		$341K Buy
16,727
+157
+0.9% +$3.3K 0.19% 51
2021
Q2 		$360K Sell
16,570
-393
-2% -$8.94K 0.2% 48
2021
Q1 		$388K Buy
16,963
+1,263
+8% +$27.9K 0.23% 45
2020
Q4 		$341K Sell
15,700
-1,022
-6% -$22K 0.22% 47
2020
Q3 		$360K Sell
16,722
-155
-0.9% -$3.46K 0.27% 44
2020
Q2 		$385K Buy
16,877
+471
+3% +$10.7K 0.37% 34
2020
Q1 		$361K Sell
16,406
-646
-4% -$17.6K 0.43% 32
2019
Q4 		$503K Buy
+17,052
New +$492K 0.46% 29

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

KFA Private Wealth Group's T Position: Q3 2026 in Review

KFA Private Wealth Group increased its AT&T (T) stake by 8% in Q3 2026, buying an estimated $34K and bringing the position to 18,989 shares worth $463K. The position accounts for 0.11% of the portfolio, ranked #86.

KFA Private Wealth Group first reported a position in T in Q4 2019 and has held it in 27 quarters since. The position peaked at $612K in Q1 2026. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • KFA Private Wealth Group held 18,989 shares of AT&T worth $463K as of Q3 2026.
  • KFA Private Wealth Group bought 1,408 AT&T shares in Q3 2026, an estimated $34K.
  • AT&T made up 0.11% of KFA Private Wealth Group's portfolio in Q3 2026, its #86 holding.
  • KFA Private Wealth Group first reported a position in AT&T in Q4 2019 and has held it in 27 quarters since.
  • KFA Private Wealth Group's AT&T position peaked at $612K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.