Legacy Financial Group (Iowa)
T icon

Legacy Financial Group (Iowa)’s AT&T T Stock Holding History

Legacy Financial Group (Iowa)’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 		– Sell
-9,607
Closed -$279K – 140
2026
Q1 		$279K Hold
9,607
– – 0.04% 101
2025
Q4 		$262K Sell
9,607
-39
-0.4% -$987 0.03% 106
2025
Q3 		$272K Buy
9,646
+43
+0.4% +$1.22K 0.04% 101
2025
Q2 		$278K Buy
9,603
+233
+2% +$6.42K 0.04% 100
2025
Q1 		$265K Buy
9,370
+48
+0.5% +$1.21K 0.04% 94
2024
Q4 		$212K Buy
+9,322
New +$210K 0.03% 107
2024
Q3 		– Sell
-10,313
Closed -$197K – 95
2024
Q2 		$197K Sell
10,313
-1,506
-13% -$26.2K 0.04% 106
2024
Q1 		$208K Buy
+11,819
New +$202K 0.04% 101
2023
Q4 		– Sell
-17,222
Closed -$259K – 457
2023
Q3 		$259K Sell
17,222
-16,185
-48% -$237K 0.06% 82
2023
Q2 		$533K Sell
33,407
-1,332
-4% -$22.7K 0.14% 43
2023
Q1 		$669K Sell
34,739
-1,168
-3% -$22.3K 0.18% 38
2022
Q4 		$661K Buy
35,907
+603
+2% +$10.8K 0.2% 37
2022
Q3 		$542K Sell
35,304
-23,130
-40% -$421K 0.18% 29
2022
Q2 		$1.23M Sell
58,434
-24,517
-30% -$489K 0.39% 26
2022
Q1 		$1.48M Buy
82,951
+32,803
+65% +$607K 0.43% 28
2021
Q4 		$993K Sell
50,148
-24,604
-33% -$460K 0.43% 24
2021
Q3 		$1.52M Sell
74,752
-905
-1% -$19K 0.46% 32
2021
Q2 		$1.65M Buy
75,657
+315
+0.4% +$7.17K 0.5% 29
2021
Q1 		$1.72M Buy
75,342
+2,592
+4% +$57.3K 0.6% 31
2020
Q4 		$1.58M Buy
+72,750
New +$1.57M 0.61% 35

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

Legacy Financial Group (Iowa)'s T Position: Q2 2026 in Review

Legacy Financial Group (Iowa) sold out of AT&T (T) in Q2 2026, closing a stake of 9,607 shares — an estimated $279K sold.

Legacy Financial Group (Iowa) first reported a position in T in Q4 2020 and held it in 20 quarters. The position peaked at $1.72M in Q1 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Legacy Financial Group (Iowa) reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 9,607 AT&T shares in Q2 2026, an estimated $279K.
  • Legacy Financial Group (Iowa) first reported a position in AT&T in Q4 2020 and held it in 20 quarters.
  • Legacy Financial Group (Iowa)'s AT&T position peaked at $1.72M in Q1 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.