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

Oxford 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
2026 Q2	–	Sell	-7,337	Closed	-$213K	–	316
2026 Q1	$213K	Sell	7,337 -1,552	-17%	-$41.5K	0.01%	240
2025 Q4	$221K	Buy	8,889 +153	+2%	+$3.87K	0.01%	221
2025 Q3	$247K	Buy	8,736 +1,414	+19%	+$40.2K	0.01%	203
2025 Q2	$212K	Sell	7,322 -1,002	-12%	-$27.6K	0.01%	204
2025 Q1	$235K	Buy	+8,324	New	+$209K	0.02%	196
2024 Q3	–	Sell	-10,003	Closed	-$191K	–	326
2024 Q2	$191K	Buy	+10,003	New	+$174K	0.01%	257
2021 Q4	–	Sell	-10,164	Closed	-$207K	–	282
2021 Q3	$207K	Buy	10,164 +21	+0.2%	+$441	0.03%	176
2021 Q2	$220K	Buy	+10,143	New	+$231K	0.03%	169

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Oxford Financial Group's T Position: Q2 2026 in Review

Oxford Financial Group sold out of AT&T (T) in Q2 2026, closing a stake of 7,337 shares — an estimated $213K sold.

Oxford Financial Group first reported a position in T in Q2 2021 and held it in 8 quarters. The position peaked at $247K in Q3 2025. 2,688 funds tracked by Wall St. Rank hold T as of Q2 2026.

Oxford Financial Group reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Oxford Financial Group sold 7,337 AT&T shares in Q2 2026, an estimated $213K.
Oxford Financial Group first reported a position in AT&T in Q2 2021 and held it in 8 quarters.
Oxford Financial Group's AT&T position peaked at $247K in Q3 2025.
2,688 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.