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

Mosaic 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 		$3.17M Buy
152,962
+23,838
+18% +$592K 2.02% 8
2026
Q1 		$3.74M Buy
129,124
+45
+0% +$1.2K 2.66% 6
2025
Q4 		$3.21M Sell
129,079
-566
-0.4% -$14.3K 2.19% 7
2025
Q3 		$3.66M Buy
129,645
+1,415
+1% +$40.2K 2.61% 7
2025
Q2 		$3.71M Hold
128,230
– – 2.84% 6
2025
Q1 		$3.63M Sell
128,230
-122,996
-49% -$3.09M 2.95% 6
2024
Q4 		$5.72M Hold
251,226
– – 4.1% 4
2024
Q3 		$5.53M Sell
251,226
-47,766
-16% -$950K 3.92% 5
2024
Q2 		$5.71M Buy
298,992
+146,879
+97% +$2.55M 4.1% 4
2024
Q1 		$2.68M Buy
+152,113
New +$2.6M 2.14% 7

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

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

Mosaic Financial Group increased its AT&T (T) stake by 18% in Q2 2026, buying an estimated $592K and bringing the position to 152,962 shares worth $3.17M. The position accounts for 2.02% of the portfolio, ranked #8.

Mosaic Financial Group first reported a position in T in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.72M in Q4 2024. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Mosaic Financial Group held 152,962 shares of AT&T worth $3.17M as of Q2 2026.
  • Mosaic Financial Group bought 23,838 AT&T shares in Q2 2026, an estimated $592K.
  • AT&T made up 2.02% of Mosaic Financial Group's portfolio in Q2 2026, its #8 holding.
  • Mosaic Financial Group first reported a position in AT&T in Q1 2024 and has held it in 10 quarters since.
  • Mosaic Financial Group's AT&T position peaked at $5.72M in Q4 2024.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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