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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mosaic Financial Group's T Position: Q1 2026 in Review

Mosaic Financial Group increased its AT&T (T) stake by 0.03% in Q1 2026, buying an estimated $1.2K and bringing the position to 129,124 shares worth $3.74M. The position accounts for 2.66% of the portfolio, ranked #6.

Mosaic Financial Group first reported a position in T in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.72M in Q4 2024. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Mosaic Financial Group held 129,124 shares of AT&T worth $3.74M as of Q1 2026.
Mosaic Financial Group bought 45 AT&T shares in Q1 2026, an estimated $1.2K.
AT&T made up 2.66% of Mosaic Financial Group's portfolio in Q1 2026, its #6 holding.
Mosaic Financial Group first reported a position in AT&T in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's AT&T position peaked at $5.72M in Q4 2024.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.