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N.E.W. Advisory Services’s AT&T T Stock Holding History

N.E.W. Advisory 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 		$841K Sell
40,620
-1,632
-4% -$40.5K 0.06% 114
2026
Q1 		$1.22M Buy
42,252
+8,381
+25% +$224K 0.09% 86
2025
Q4 		$841K Buy
33,871
+3,572
+12% +$90.4K 0.06% 105
2025
Q3 		$856K Buy
30,299
+60
+0.2% +$1.7K 0.08% 86
2025
Q2 		$875K Sell
30,239
-222
-0.7% -$6.12K 0.08% 82
2025
Q1 		$861K Sell
30,461
-277
-0.9% -$6.97K 0.07% 91
2024
Q4 		$700K Buy
30,738
+1,200
+4% +$27K 0.07% 95
2024
Q3 		$650K Sell
29,538
-495
-2% -$9.85K 0.06% 95
2024
Q2 		$574K Sell
30,033
-12,694
-30% -$221K 0.06% 98
2024
Q1 		$752K Buy
42,727
+615
+1% +$10.5K 0.08% 84
2023
Q4 		$707K Buy
42,112
+10,025
+31% +$158K 0.09% 83
2023
Q3 		$482K Sell
32,087
-1,285
-4% -$18.8K 0.07% 96
2023
Q2 		$532K Sell
33,372
-1,408
-4% -$24K 0.07% 80
2023
Q1 		$670K Sell
34,780
-1,880
-5% -$35.9K 0.1% 74
2022
Q4 		$675K Sell
36,660
-1,335
-4% -$23.9K 0.11% 69
2022
Q3 		$583K Buy
37,995
+580
+2% +$10.6K 0.11% 69
2022
Q2 		$784K Buy
37,415
+7,281
+24% +$145K 0.14% 62
2022
Q1 		$693K Sell
30,134
-14,629
-33% -$271K 0.13% 69
2021
Q4 		$832K Buy
44,763
+4,746
+12% +$88.7K 0.13% 64
2021
Q3 		$816K Buy
40,017
+2,652
+7% +$55.7K 0.13% 65
2021
Q2 		$813K Buy
37,365
+7,399
+25% +$168K 0.14% 67
2021
Q1 		$691K Sell
29,966
-825
-3% -$18.2K 0.13% 71
2020
Q4 		$670K Sell
30,791
-597
-2% -$12.9K 0.14% 71
2020
Q3 		$678K Buy
31,388
+1,054
+3% +$23.6K 0.19% 51
2020
Q2 		$693K Buy
+30,334
New +$691K 0.22% 46
2019
Q4 		$985K Buy
+33,419
New +$965K 0.32% 41

Other funds holding T

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

N.E.W. Advisory Services's T Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its AT&T (T) stake by 3.9% in Q2 2026, selling an estimated $40.5K and leaving 40,620 shares worth $841K. The position accounts for 0.06% of the portfolio, ranked #114.

N.E.W. Advisory Services first reported a position in T in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.22M in Q1 2026. 1,651 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • N.E.W. Advisory Services held 40,620 shares of AT&T worth $841K as of Q2 2026.
  • N.E.W. Advisory Services sold 1,632 AT&T shares in Q2 2026, an estimated $40.5K.
  • AT&T made up 0.06% of N.E.W. Advisory Services's portfolio in Q2 2026, its #114 holding.
  • N.E.W. Advisory Services first reported a position in AT&T in Q4 2019 and has held it in 26 quarters since.
  • N.E.W. Advisory Services's AT&T position peaked at $1.22M in Q1 2026.
  • 1,651 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.