MFG
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Monte Financial Group’s AT&T T Stock Holding History

Monte Financial Group’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 		$341K Buy
14,648
+98
+0.7% +$2.43K 0.11% 86
2026
Q1 		$422K Buy
14,550
+99
+0.7% +$2.65K 0.15% 83
2025
Q4 		$359K Buy
14,451
+101
+0.7% +$2.56K 0.13% 81
2025
Q3 		$405K Buy
+14,350
New +$407K 0.15% 78
2023
Q2 		– Sell
-10,473
Closed -$202K – 88
2023
Q1 		$202K Hold
10,473
– – 0.11% 85
2022
Q4 		$193K Buy
+10,473
New +$187K 0.1% 84
2022
Q2 		– Sell
-12,623
Closed -$225K – 84
2022
Q1 		$225K Sell
12,623
-1,382
-10% -$25.6K 0.12% 76
2021
Q4 		$260K Sell
14,005
-2,775
-17% -$51.9K 0.14% 72
2021
Q3 		$342K Sell
16,780
-662
-4% -$13.9K 0.2% 60
2021
Q2 		$379K Sell
17,442
-1,592
-8% -$36.2K 0.22% 60
2021
Q1 		$435K Sell
19,034
-2,280
-11% -$50.4K 0.27% 57
2020
Q4 		$463K Buy
21,314
+6,419
+43% +$138K 0.31% 53
2020
Q3 		$321K Sell
14,895
-9,036
-38% -$202K 0.24% 54
2020
Q2 		$546K Sell
23,931
-924
-4% -$21K 0.43% 49
2020
Q1 		$547K Sell
24,855
-1,352
-5% -$36.9K 0.53% 43
2019
Q4 		$774K Buy
26,207
+1,818
+7% +$52.5K 0.57% 39
2019
Q3 		$697K Buy
24,389
+222
+0.9% +$5.88K 0.56% 39
2019
Q2 		$612K Hold
24,167
– – 0.52% 41
2019
Q1 		$572K Sell
24,167
-91
-0.4% -$2.09K 0.5% 42
2018
Q4 		$523K Sell
24,258
-81
-0.3% -$1.89K 0.55% 39
2018
Q3 		$617K Sell
24,339
-1,157
-5% -$28.3K 0.58% 38
2018
Q2 		$618K Sell
25,496
-21,923
-46% -$550K 0.63% 37
2018
Q1 		$1.28M Sell
47,419
-131
-0.3% -$3.65K 1.33% 31
2017
Q4 		$1.4M Buy
+47,550
New +$1.3M 1.42% 32

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

Monte Financial Group's T Position: Q2 2026 in Review

Monte Financial Group increased its AT&T (T) stake by 0.67% in Q2 2026, buying an estimated $2.43K and bringing the position to 14,648 shares worth $341K. The position accounts for 0.11% of the portfolio, ranked #86.

Monte Financial Group first reported a position in T in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.4M in Q4 2017. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Monte Financial Group held 14,648 shares of AT&T worth $341K as of Q2 2026.
  • Monte Financial Group bought 98 AT&T shares in Q2 2026, an estimated $2.43K.
  • AT&T made up 0.11% of Monte Financial Group's portfolio in Q2 2026, its #86 holding.
  • Monte Financial Group first reported a position in AT&T in Q4 2017 and has held it in 24 quarters since.
  • Monte Financial Group's AT&T position peaked at $1.4M in Q4 2017.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.