MFS
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Montgomery Financial Services’s AT&T T Stock Holding History

Montgomery Financial Services’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 		$6.93K Buy
+335
New +$8.31K 0.01% 202

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Montgomery Financial Services's T Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in AT&T (T) in Q2 2026: 335 shares worth $6.93K. The stake represents 0.01% of the portfolio and ranks #202 among its holdings.

2,571 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Montgomery Financial Services held 335 shares of AT&T worth $6.93K as of Q2 2026.
  • AT&T was a new Montgomery Financial Services position in Q2 2026.
  • AT&T made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #202 holding.
  • 2,571 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.