Next Level Wealth Planning’s AT&T T Stock Holding History

Next Level Wealth Planning’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 Q3	$56.9K	Buy	+2,333	New	+$56.3K	0.02%	162

Other funds holding T

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Next Level Wealth Planning's T Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in AT&T (T) in Q3 2026: 2,333 shares worth $56.9K. The stake represents 0.02% of the portfolio and ranks #162 among its holdings.

1,694 funds tracked by Wall St. Rank hold T as of Q3 2026.

Next Level Wealth Planning held 2,333 shares of AT&T worth $56.9K as of Q3 2026.
AT&T was a new Next Level Wealth Planning position in Q3 2026.
AT&T made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #162 holding.
1,694 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.