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Legacy Financial Independent Advisors’s AT&T T Stock Holding History

Legacy Financial Independent 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 		$246K Sell
11,882
-1,013
-8% -$25.1K 0.12% 103
2026
Q1 		$374K Buy
+12,895
New +$344K 0.19% 78

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 Independent Advisors's T Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its AT&T (T) stake by 7.9% in Q2 2026, selling an estimated $25.1K and leaving 11,882 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #103.

Legacy Financial Independent Advisors first reported a position in T in Q1 2026 and has held it in 2 quarters since. The position peaked at $374K in Q1 2026. 2,670 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Legacy Financial Independent Advisors held 11,882 shares of AT&T worth $246K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 1,013 AT&T shares in Q2 2026, an estimated $25.1K.
  • AT&T made up 0.12% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #103 holding.
  • Legacy Financial Independent Advisors first reported a position in AT&T in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's AT&T position peaked at $374K in Q1 2026.
  • 2,670 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.