PlanVest Financial’s AT&T T Stock Holding History

PlanVest 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	$226K	Buy	10,923 +34	+0.3%	+$844	0.15%	93
2026 Q1	$316K	Buy	+10,889	New	+$291K	0.24%	73

Other funds holding T

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PlanVest Financial's T Position: Q2 2026 in Review

PlanVest Financial increased its AT&T (T) stake by 0.31% in Q2 2026, buying an estimated $844 and bringing the position to 10,923 shares worth $226K. The position accounts for 0.15% of the portfolio, ranked #93.

PlanVest Financial first reported a position in T in Q1 2026 and has held it in 2 quarters since. The position peaked at $316K in Q1 2026. 2,571 funds tracked by Wall St. Rank hold T as of Q2 2026.

PlanVest Financial held 10,923 shares of AT&T worth $226K as of Q2 2026.
PlanVest Financial bought 34 AT&T shares in Q2 2026, an estimated $844.
AT&T made up 0.15% of PlanVest Financial's portfolio in Q2 2026, its #93 holding.
PlanVest Financial first reported a position in AT&T in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's AT&T position peaked at $316K in Q1 2026.
2,571 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.