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Peak Financial Advisors’s AT&T T Stock Holding History

Peak Financial Advisors’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 		$493K Sell
23,832
-322
-1% -$7.99K 0.2% 62
2026
Q1 		$700K Buy
24,154
+257
+1% +$6.87K 0.31% 46
2025
Q4 		$594K Sell
23,897
-1,746
-7% -$44.2K 0.27% 63
2025
Q3 		$724K Sell
25,643
-1
-0% -$28 0.35% 49
2025
Q2 		$742K Buy
25,644
+504
+2% +$13.9K 0.38% 38
2025
Q1 		$711K Sell
25,140
-1,013
-4% -$25.5K 0.36% 48
2024
Q4 		$596K Buy
26,153
+228
+0.9% +$5.13K 0.31% 50
2024
Q3 		$570K Sell
25,925
-640
-2% -$12.7K 0.29% 48
2024
Q2 		$508K Buy
26,565
+196
+0.7% +$3.41K 0.29% 46
2024
Q1 		$464K Sell
26,369
-87
-0.3% -$1.49K 0.28% 49
2023
Q4 		$444K Buy
26,456
+2,827
+12% +$44.6K 0.3% 51
2023
Q3 		$355K Buy
23,629
+160
+0.7% +$2.35K 0.38% 29
2023
Q2 		$374K Buy
23,469
+6,814
+41% +$116K 0.29% 48
2023
Q1 		$321K Sell
16,655
-470
-3% -$8.98K 0.27% 41
2022
Q4 		$315K Sell
17,125
-2,091
-11% -$37.4K 0.29% 43
2022
Q3 		$295K Buy
19,216
+314
+2% +$5.71K 0.36% 44
2022
Q2 		$396K Buy
+18,902
New +$377K 0.39% 48
2021
Q2 		– Sell
-86,745
Closed -$1.98M – 81
2021
Q1 		$1.98M Buy
86,745
+5,081
+6% +$112K 1.67% 21
2020
Q4 		$1.77M Buy
+81,664
New +$1.76M 1.53% 24

Other funds holding T

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Peak Financial Advisors's T Position: Q2 2026 in Review

Peak Financial Advisors reduced its AT&T (T) stake by 1.3% in Q2 2026, selling an estimated $7.99K and leaving 23,832 shares worth $493K. The position accounts for 0.2% of the portfolio, ranked #62.

Peak Financial Advisors first reported a position in T in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.98M in Q1 2021. 542 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Peak Financial Advisors held 23,832 shares of AT&T worth $493K as of Q2 2026.
  • Peak Financial Advisors sold 322 AT&T shares in Q2 2026, an estimated $7.99K.
  • AT&T made up 0.2% of Peak Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Peak Financial Advisors first reported a position in AT&T in Q4 2020 and has held it in 19 quarters since.
  • Peak Financial Advisors's AT&T position peaked at $1.98M in Q1 2021.
  • 542 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.