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Northstar Financial Companies’s AT&T T Stock Holding History

Northstar Financial Companies’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 		$299K Buy
14,422
+333
+2% +$8.27K 0.2% 91
2026
Q1 		$408K Sell
14,089
-297
-2% -$7.93K 0.32% 67
2025
Q4 		$357K Buy
14,386
+459
+3% +$11.6K 0.28% 76
2025
Q3 		$393K Sell
13,927
-247
-2% -$7.01K 0.36% 60
2025
Q2 		$410K Sell
14,174
-428
-3% -$11.8K 0.43% 58
2025
Q1 		$413K Buy
14,602
+100
+0.7% +$2.52K 0.45% 56
2024
Q4 		$330K Buy
+14,502
New +$326K 0.31% 73

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

Northstar Financial Companies's T Position: Q2 2026 in Review

Northstar Financial Companies increased its AT&T (T) stake by 2.4% in Q2 2026, buying an estimated $8.27K and bringing the position to 14,422 shares worth $299K. The position accounts for 0.2% of the portfolio, ranked #91.

Northstar Financial Companies first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $413K in Q1 2025. 1,627 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Northstar Financial Companies held 14,422 shares of AT&T worth $299K as of Q2 2026.
  • Northstar Financial Companies bought 333 AT&T shares in Q2 2026, an estimated $8.27K.
  • AT&T made up 0.2% of Northstar Financial Companies's portfolio in Q2 2026, its #91 holding.
  • Northstar Financial Companies first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
  • Northstar Financial Companies's AT&T position peaked at $413K in Q1 2025.
  • 1,627 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.