Kingswood Wealth Advisors’s AT&T T Stock Holding History

Kingswood Wealth Advisors’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	$1.99M	Buy	96,230 +13,002	+16%	+$323K	0.08%	261
2026 Q1	$2.41M	Buy	83,228 +9,190	+12%	+$246K	0.11%	201
2025 Q4	$1.84M	Buy	74,038 +25,134	+51%	+$636K	0.09%	232
2025 Q3	$1.38M	Buy	48,904 +5,494	+13%	+$156K	0.08%	248
2025 Q2	$1.26M	Sell	43,410 -13,488	-24%	-$372K	0.1%	220
2025 Q1	$1.61M	Buy	56,898 +12,700	+29%	+$319K	0.15%	164
2024 Q4	$1.01M	Sell	44,198 -96,654	-69%	-$2.18M	0.08%	269
2024 Q3	$3.1M	Buy	140,852 +18,174	+15%	+$362K	0.22%	108
2024 Q2	$2.34M	Buy	122,678 +13,032	+12%	+$227K	0.21%	103
2024 Q1	$1.93M	Sell	109,646 -23,687	-18%	-$404K	0.22%	104
2023 Q4	$2.24M	Buy	133,333 +64,843	+95%	+$1.02M	0.25%	87
2023 Q3	$1.03M	Buy	68,490 +46,728	+215%	+$685K	0.18%	137
2023 Q2	$347K	Buy	+21,762	New	+$371K	0.11%	178

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kingswood Wealth Advisors's T Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its AT&T (T) stake by 16% in Q2 2026, buying an estimated $323K and bringing the position to 96,230 shares worth $1.99M. The position accounts for 0.08% of the portfolio, ranked #261.

Kingswood Wealth Advisors first reported a position in T in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.1M in Q3 2024. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Kingswood Wealth Advisors held 96,230 shares of AT&T worth $1.99M as of Q2 2026.
Kingswood Wealth Advisors bought 13,002 AT&T shares in Q2 2026, an estimated $323K.
AT&T made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #261 holding.
Kingswood Wealth Advisors first reported a position in AT&T in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's AT&T position peaked at $3.1M in Q3 2024.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.