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New England Capital Financial Advisors’s AT&T T Stock Holding History

New England Capital Financial Advisors’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 		$347K Buy
16,782
+2,021
+14% +$50.2K 0.08% 45
2026
Q1 		$428K Buy
14,761
+32
+0.2% +$855 0.12% 41
2025
Q4 		$366K Buy
14,729
+33
+0.2% +$835 0.14% 43
2025
Q3 		$415K Sell
14,696
-174
-1% -$4.94K 0.18% 39
2025
Q2 		$430K Buy
14,870
+250
+2% +$6.89K 0.2% 33
2025
Q1 		$413K Buy
14,620
+1,516
+12% +$38.1K 0.21% 35
2024
Q4 		$298K Sell
13,104
-453
-3% -$10.2K 0.15% 44
2024
Q3 		$298K Sell
13,557
-1,461
-10% -$29.1K 0.15% 45
2024
Q2 		$287K Buy
15,018
+47
+0.3% +$817 0.16% 43
2024
Q1 		$263K Sell
14,971
-1,107
-7% -$18.9K 0.15% 45
2023
Q4 		$270K Sell
16,078
-76
-0.5% -$1.2K 0.16% 44
2023
Q3 		$243K Sell
16,154
-1,587
-9% -$23.3K 0.17% 43
2023
Q2 		$283K Sell
17,741
-1,059
-6% -$18K 0.19% 40
2023
Q1 		$362K Sell
18,800
-775
-4% -$14.8K 0.26% 35
2022
Q4 		$376K Buy
+19,575
New +$350K 0.27% 33

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New England Capital Financial Advisors's T Position: Q2 2026 in Review

New England Capital Financial Advisors increased its AT&T (T) stake by 14% in Q2 2026, buying an estimated $50.2K and bringing the position to 16,782 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #45.

New England Capital Financial Advisors first reported a position in T in Q4 2022 and has held it in 15 quarters since. The position peaked at $430K in Q2 2025. 1,627 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • New England Capital Financial Advisors held 16,782 shares of AT&T worth $347K as of Q2 2026.
  • New England Capital Financial Advisors bought 2,021 AT&T shares in Q2 2026, an estimated $50.2K.
  • AT&T made up 0.08% of New England Capital Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • New England Capital Financial Advisors first reported a position in AT&T in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's AT&T position peaked at $430K in Q2 2025.
  • 1,627 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.