OneAscent Family Office’s AT&T T Stock Holding History

OneAscent Family Office’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 Q1	$407K	Sell	14,037 -635	-4%	-$17K	0.28%	87
2025 Q4	$364K	Buy	14,672 +3,397	+30%	+$86K	0.25%	98
2025 Q3	$318K	Sell	11,275 -34	-0.3%	-$965	0.26%	101
2025 Q2	$327K	Sell	11,309 -189	-2%	-$5.21K	0.31%	80
2025 Q1	$325K	Buy	11,498 +1,263	+12%	+$31.8K	0.3%	87
2024 Q4	$233K	Buy	+10,235	New	+$230K	0.42%	64

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OneAscent Family Office's T Position: Q1 2026 in Review

OneAscent Family Office reduced its AT&T (T) stake by 4.3% in Q1 2026, selling an estimated $17K and leaving 14,037 shares worth $407K. The position accounts for 0.28% of the portfolio, ranked #87.

OneAscent Family Office first reported a position in T in Q4 2024 and has held it in 6 quarters since. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

OneAscent Family Office held 14,037 shares of AT&T worth $407K as of Q1 2026.
OneAscent Family Office sold 635 AT&T shares in Q1 2026, an estimated $17K.
AT&T made up 0.28% of OneAscent Family Office's portfolio in Q1 2026, its #87 holding.
OneAscent Family Office first reported a position in AT&T in Q4 2024 and has held it in 6 quarters since.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.