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McClarren Financial Advisors’s AT&T T Stock Holding History

McClarren Financial 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
2025
Q2 		– Sell
-1,635
Closed -$68K – 268
2025
Q1 		$68K Buy
1,635
+55
+3% +$1.38K 0.04% 122
2024
Q4 		$35K Buy
+1,580
New +$35.6K 0.1% 99
2024
Q1 		– Sell
-2,430
Closed -$41K – 421
2023
Q4 		$41K Sell
2,430
-288
-11% -$4.55K 0.03% 175
2023
Q3 		$40K Sell
2,718
-103
-4% -$1.51K 0.03% 160
2023
Q2 		$45K Buy
2,821
+25
+0.9% +$426 0.04% 159
2023
Q1 		$52K Buy
2,796
+20
+0.7% +$382 0.05% 140
2022
Q4 		$51K Sell
2,776
-179
-6% -$3.2K 0.05% 144
2022
Q3 		$45K Buy
+2,955
New +$53.8K 0.04% 138
2022
Q2 		– Sell
-3,849
Closed -$68K – 242
2022
Q1 		$68K Buy
3,849
+44
+1% +$814 0.05% 106
2021
Q4 		$71K Buy
3,805
+44
+1% +$822 0.05% 116
2021
Q3 		$76K Buy
3,761
+38
+1% +$798 0.06% 94
2021
Q2 		$80K Sell
3,723
-117
-3% -$2.66K 0.06% 91
2021
Q1 		$88K Buy
3,840
+39
+1% +$862 0.08% 86
2020
Q4 		$82K Buy
+3,801
New +$82K 0.08% 82

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

McClarren Financial Advisors's T Position: Q2 2025 in Review

McClarren Financial Advisors sold out of AT&T (T) in Q2 2025, closing a stake of 1,635 shares — an estimated $68K sold.

McClarren Financial Advisors first reported a position in T in Q4 2020 and held it in 14 quarters. The position peaked at $88K in Q1 2021. 2,881 funds tracked by Wall St. Rank hold T as of Q2 2025.

  • McClarren Financial Advisors reported no remaining AT&T position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,635 AT&T shares in Q2 2025, an estimated $68K.
  • McClarren Financial Advisors first reported a position in AT&T in Q4 2020 and held it in 14 quarters.
  • McClarren Financial Advisors's AT&T position peaked at $88K in Q1 2021.
  • 2,881 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.