Phoenix Financial’s AT&T T Stock Holding History

Phoenix Financial’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	$888K	Sell	30,645 -18,475	-38%	-$494K	0.01%	242
2025 Q4	$1.22M	Sell	49,120 -15,171	-24%	-$384K	0.01%	217
2025 Q3	$1.82M	Sell	64,291 -7,571	-11%	-$215K	0.02%	191
2025 Q2	$2.08M	Buy	71,862 +47,001	+189%	+$1.3M	0.03%	178
2025 Q1	$707K	Buy	+24,861	New	+$625K	0.01%	235
2023 Q3	–	Sell	-66,207	Closed	-$1.06M	–	364
2023 Q2	$1.06M	Buy	+66,207	New	+$1.13M	0.02%	212
2020 Q3	–	Sell	-17,293	Closed	-$375K	–	364
2020 Q2	$375K	Sell	17,293 -45,367	-72%	-$1.03M	0.02%	250
2020 Q1	$1.35M	Sell	62,660 -1,211	-2%	-$33.1K	0.07%	183
2019 Q4	$1.87M	Sell	63,871 -30,596	-32%	-$883K	0.08%	135
2019 Q3	$2.55M	Buy	+94,467	New	+$2.5M	0.12%	124

Other funds holding T

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's T Position: Q1 2026 in Review

Phoenix Financial reduced its AT&T (T) stake by 38% in Q1 2026, selling an estimated $494K and leaving 30,645 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #242.

Phoenix Financial first reported a position in T in Q3 2019 and has held it in 10 quarters since. The position peaked at $2.55M in Q3 2019. 2,972 funds tracked by Wall St. Rank hold T as of Q1 2026.

Phoenix Financial held 30,645 shares of AT&T worth $888K as of Q1 2026.
Phoenix Financial sold 18,475 AT&T shares in Q1 2026, an estimated $494K.
AT&T made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #242 holding.
Phoenix Financial first reported a position in AT&T in Q3 2019 and has held it in 10 quarters since.
Phoenix Financial's AT&T position peaked at $2.55M in Q3 2019.
2,972 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.