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Norris Financial Group’s AT&T T Stock Holding History

Norris 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
2025
Q1 		– Sell
-49,125
Closed -$1.12M – 103
2024
Q4 		$1.12M Buy
49,125
+39,306
+400% +$885K 0.53% 45
2024
Q3 		$216K Sell
9,819
-10,852
-52% -$216K 0.11% 71
2024
Q2 		$395K Buy
20,671
+5,112
+33% +$88.9K 0.21% 58
2024
Q1 		$274K Buy
15,559
+4,340
+39% +$74.1K 0.15% 62
2023
Q4 		$188K Buy
+11,219
New +$177K 0.11% 64
2023
Q3 		– Sell
-12,879
Closed -$205K – 67
2023
Q2 		$205K Sell
12,879
-2,475
-16% -$42.2K 0.14% 59
2023
Q1 		$296K Buy
15,354
+100
+0.7% +$1.91K 0.22% 55
2022
Q4 		$281K Hold
15,254
– – 0.24% 57
2022
Q3 		$234K Buy
15,254
+1,135
+8% +$20.7K 0.21% 59
2022
Q2 		$296K Buy
14,119
+2,211
+19% +$44.1K 0.24% 51
2022
Q1 		$213K Buy
+11,908
New +$220K 0.13% 78
2020
Q1 		– Sell
-24,755
Closed -$731K – 80
2019
Q4 		$731K Buy
+24,755
New +$715K 0.67% 36

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Norris Financial Group's T Position: Q1 2025 in Review

Norris Financial Group sold out of AT&T (T) in Q1 2025, closing a stake of 49,125 shares — an estimated $1.12M sold.

Norris Financial Group first reported a position in T in Q4 2019 and held it in 12 quarters. The position peaked at $1.12M in Q4 2024. 2,863 funds tracked by Wall St. Rank hold T as of Q1 2025.

  • Norris Financial Group reported no remaining AT&T position as of Q1 2025 after selling out during the quarter.
  • Norris Financial Group sold 49,125 AT&T shares in Q1 2025, an estimated $1.12M.
  • Norris Financial Group first reported a position in AT&T in Q4 2019 and held it in 12 quarters.
  • Norris Financial Group's AT&T position peaked at $1.12M in Q4 2024.
  • 2,863 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Norris Financial Group's 13F filing for Q1 2025, filed 20 May 2026.