PGF
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Plan Group Financial’s AT&T T Stock Holding History

Plan Group 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
Q2 		$2.38M Buy
115,020
+11,538
+11% +$286K 0.49% 68
2026
Q1 		$3M Buy
103,482
+12,562
+14% +$336K 0.7% 46
2025
Q4 		$2.26M Buy
90,920
+3,112
+4% +$78.8K 0.59% 51
2025
Q3 		$2.48M Buy
87,808
+8,825
+11% +$251K 0.67% 51
2025
Q2 		$2.29M Buy
78,983
+6,381
+9% +$176K 0.75% 39
2025
Q1 		$2.05M Buy
72,602
+17,910
+33% +$450K 0.73% 31
2024
Q4 		$1.25M Buy
54,692
+4,375
+9% +$98.5K 0.66% 31
2024
Q3 		$1.11M Buy
50,317
+8,332
+20% +$166K 0.58% 35
2024
Q2 		$802K Buy
41,985
+20,359
+94% +$354K 0.49% 46
2024
Q1 		$381K Buy
21,626
+11,375
+111% +$194K 0.25% 59
2023
Q4 		$172K Sell
10,251
-20,744
-67% -$328K 0.15% 69
2023
Q3 		$466K Buy
30,995
+10,248
+49% +$150K 0.34% 37
2023
Q2 		$292K Buy
+20,747
New +$353K 0.24% 52

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

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

Plan Group Financial increased its AT&T (T) stake by 11% in Q2 2026, buying an estimated $286K and bringing the position to 115,020 shares worth $2.38M. The position accounts for 0.49% of the portfolio, ranked #68.

Plan Group Financial first reported a position in T in Q2 2023 and has held it in 13 quarters since. The position peaked at $3M in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Plan Group Financial held 115,020 shares of AT&T worth $2.38M as of Q2 2026.
  • Plan Group Financial bought 11,538 AT&T shares in Q2 2026, an estimated $286K.
  • AT&T made up 0.49% of Plan Group Financial's portfolio in Q2 2026, its #68 holding.
  • Plan Group Financial first reported a position in AT&T in Q2 2023 and has held it in 13 quarters since.
  • Plan Group Financial's AT&T position peaked at $3M in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.