NPFS
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Novak & Powell Financial Services’s AT&T T Stock Holding History

Novak & Powell Financial 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 		$215K Sell
10,395
-381
-4% -$9.46K 0.1% 161
2026
Q1 		$312K Buy
10,776
+52
+0.5% +$1.39K 0.17% 121
2025
Q4 		$266K Buy
10,724
+53
+0.5% +$1.34K 0.14% 128
2025
Q3 		$301K Sell
10,671
-260
-2% -$7.38K 0.16% 123
2025
Q2 		$316K Sell
10,931
-161
-1% -$4.44K 0.22% 99
2025
Q1 		$314K Buy
11,092
+54
+0.5% +$1.36K 0.2% 107
2024
Q4 		$251K Buy
11,038
+43
+0.4% +$968 0.15% 123
2024
Q3 		$242K Sell
10,995
-335
-3% -$6.67K 0.14% 138
2024
Q2 		$217K Sell
11,330
-115
-1% -$2K 0.13% 137
2024
Q1 		$201K Buy
11,445
+75
+0.7% +$1.28K 0.15% 138
2023
Q4 		$191K Buy
+11,370
New +$180K 0.13% 143

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Novak & Powell Financial Services's T Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its AT&T (T) stake by 3.5% in Q2 2026, selling an estimated $9.46K and leaving 10,395 shares worth $215K. The position accounts for 0.1% of the portfolio, ranked #161.

Novak & Powell Financial Services first reported a position in T in Q4 2023 and has held it in 11 quarters since. The position peaked at $316K in Q2 2025. 2,689 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Novak & Powell Financial Services held 10,395 shares of AT&T worth $215K as of Q2 2026.
  • Novak & Powell Financial Services sold 381 AT&T shares in Q2 2026, an estimated $9.46K.
  • AT&T made up 0.1% of Novak & Powell Financial Services's portfolio in Q2 2026, its #161 holding.
  • Novak & Powell Financial Services first reported a position in AT&T in Q4 2023 and has held it in 11 quarters since.
  • Novak & Powell Financial Services's AT&T position peaked at $316K in Q2 2025.
  • 2,689 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.