PlanVest Financial
T icon

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
Q3 		$267K Buy
10,950
+27
+0.2% +$651 0.17% 87
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PlanVest Financial's T Position: Q3 2026 in Review

PlanVest Financial increased its AT&T (T) stake by 0.25% in Q3 2026, buying an estimated $651 and bringing the position to 10,950 shares worth $267K. The position accounts for 0.17% of the portfolio, ranked #87.

PlanVest Financial first reported a position in T in Q1 2026 and has held it in 3 quarters since. The position peaked at $316K in Q1 2026. 2,470 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • PlanVest Financial held 10,950 shares of AT&T worth $267K as of Q3 2026.
  • PlanVest Financial bought 27 AT&T shares in Q3 2026, an estimated $651.
  • AT&T made up 0.17% of PlanVest Financial's portfolio in Q3 2026, its #87 holding.
  • PlanVest Financial first reported a position in AT&T in Q1 2026 and has held it in 3 quarters since.
  • PlanVest Financial's AT&T position peaked at $316K in Q1 2026.
  • 2,470 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.