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

Pettinga 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 		– Sell
-8,382
Closed -$243K – 161
2026
Q1 		$243K Hold
8,382
– – 0.05% 135
2025
Q4 		$208K Buy
+8,382
New +$212K 0.04% 140
2023
Q4 		– Sell
-10,710
Closed -$161K – 120
2023
Q3 		$161K Sell
10,710
-36
-0.3% -$528 0.05% 104
2023
Q2 		$171K Sell
10,746
-1,551
-13% -$26.4K 0.05% 103
2023
Q1 		$237K Buy
12,297
+1,787
+17% +$34.2K 0.07% 91
2022
Q4 		$193K Sell
10,510
-11,496
-52% -$206K 0.06% 97
2022
Q3 		$338K Buy
22,006
+1,679
+8% +$30.5K 0.12% 72
2022
Q2 		$426K Sell
20,327
-6,581
-24% -$131K 0.13% 73
2022
Q1 		$480K Buy
26,908
+15,348
+133% +$284K 0.12% 72
2021
Q4 		$215K Sell
11,560
-18,963
-62% -$354K 0.05% 102
2021
Q3 		$623K Sell
30,523
-48
-0.2% -$1.01K 0.16% 66
2021
Q2 		$665K Sell
30,571
-1,883
-6% -$42.8K 0.18% 62
2021
Q1 		$742K Buy
32,454
+543
+2% +$12K 0.22% 58
2020
Q4 		$693K Sell
31,911
-11,977
-27% -$258K 0.25% 49
2020
Q3 		$945K Buy
43,888
+46
+0.1% +$1.03K 0.4% 36
2020
Q2 		$1M Sell
43,842
-3,465
-7% -$78.9K 0.48% 32
2020
Q1 		$1.04M Buy
47,307
+857
+2% +$23.4K 0.7% 28
2019
Q4 		$1.37M Sell
46,450
-324
-0.7% -$9.36K 0.73% 28
2019
Q3 		$1.34M Buy
46,774
+5
+0% +$132 0.72% 29
2019
Q2 		$1.18M Buy
46,769
+4,576
+11% +$110K 0.62% 32
2019
Q1 		$999K Buy
42,193
+760
+2% +$17.5K 0.53% 34
2018
Q4 		$893K Buy
+41,433
New +$965K 0.59% 33

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

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

Pettinga Financial Advisors sold out of AT&T (T) in Q2 2026, closing a stake of 8,382 shares — an estimated $243K sold.

Pettinga Financial Advisors first reported a position in T in Q4 2018 and held it in 22 quarters. The position peaked at $1.37M in Q4 2019. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Pettinga Financial Advisors reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Pettinga Financial Advisors sold 8,382 AT&T shares in Q2 2026, an estimated $243K.
  • Pettinga Financial Advisors first reported a position in AT&T in Q4 2018 and held it in 22 quarters.
  • Pettinga Financial Advisors's AT&T position peaked at $1.37M in Q4 2019.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.