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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

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