LifeSteps Financial’s AT&T T Stock Holding History

LifeSteps 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	$75.1K	Buy	+3,630	New	+$90.1K	0.04%	175
2024 Q2	–	Sell	-3,164	Closed	-$55.7K	–	362
2024 Q1	$55.7K	Buy	+3,164	New	+$54K	0.04%	148
2021 Q4	–	Sell	-13,060	Closed	-$266K	–	85
2021 Q3	$266K	Hold	13,060	–	–	0.2%	73
2021 Q2	$284K	Sell	13,060 -1,225	-9%	-$27.9K	0.22%	71
2021 Q1	$327K	Sell	14,285 -181	-1%	-$4K	0.27%	57
2020 Q4	$314K	Sell	14,466 -1,915	-12%	-$41.3K	0.29%	56
2020 Q3	$353K	Sell	16,381 -1,373	-8%	-$30.7K	0.37%	45
2020 Q2	$405K	Hold	17,754	–	–	0.47%	41
2020 Q1	$391K	Buy	17,754 +4,803	+37%	+$131K	0.45%	46
2019 Q4	$382K	Buy	+12,951	New	+$374K	0.36%	53

Other funds holding T

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

LifeSteps Financial's T Position: Q2 2026 in Review

LifeSteps Financial opened a new position in AT&T (T) in Q2 2026: 3,630 shares worth $75.1K. The stake represents 0.04% of the portfolio and ranks #175 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in T as recently as Q1 2024.

LifeSteps Financial first reported a position in T in Q4 2019 and has held it in 10 quarters since. The position peaked at $405K in Q2 2020. 809 funds tracked by Wall St. Rank hold T as of Q2 2026.

LifeSteps Financial held 3,630 shares of AT&T worth $75.1K as of Q2 2026.
AT&T was a new LifeSteps Financial position in Q2 2026.
AT&T made up 0.04% of LifeSteps Financial's portfolio in Q2 2026, its #175 holding.
LifeSteps Financial first reported a position in AT&T in Q4 2019 and has held it in 10 quarters since.
LifeSteps Financial's AT&T position peaked at $405K in Q2 2020.
809 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.