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LifePlan Financial’s AT&T T Stock Holding History

LifePlan Financial’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
-9,771
Closed -$283K – 92
2026
Q1 		$283K Sell
9,771
-230
-2% -$6.14K 0.21% 78
2025
Q4 		$248K Sell
10,001
-56
-0.6% -$1.42K 0.19% 81
2025
Q3 		$284K Sell
10,057
-12,133
-55% -$345K 0.23% 76
2025
Q2 		$642K Sell
22,190
-470
-2% -$13K 0.53% 54
2025
Q1 		$641K Sell
22,660
-769
-3% -$19.3K 0.56% 54
2024
Q4 		$533K Sell
23,429
-1,689
-7% -$38K 0.47% 60
2024
Q3 		$553K Buy
25,118
+770
+3% +$15.3K 0.47% 54
2024
Q2 		$465K Sell
24,348
-541
-2% -$9.41K 0.43% 60
2024
Q1 		$438K Sell
24,889
-2,958
-11% -$50.5K 0.4% 72
2023
Q4 		$467K Buy
+27,847
New +$440K 0.47% 64

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LifePlan Financial's T Position: Q2 2026 in Review

LifePlan Financial sold out of AT&T (T) in Q2 2026, closing a stake of 9,771 shares — an estimated $283K sold.

LifePlan Financial first reported a position in T in Q4 2023 and held it in 10 quarters. The position peaked at $642K in Q2 2025. 1,275 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • LifePlan Financial reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • LifePlan Financial sold 9,771 AT&T shares in Q2 2026, an estimated $283K.
  • LifePlan Financial first reported a position in AT&T in Q4 2023 and held it in 10 quarters.
  • LifePlan Financial's AT&T position peaked at $642K in Q2 2025.
  • 1,275 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.