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Poinciana Advisors Group’s AT&T T Stock Holding History

Poinciana Advisors Group’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 		– Sell
-12,767
Closed -$370K – 139
2026
Q1 		$370K Hold
12,767
– – 0.29% 56
2025
Q4 		$317K Buy
12,767
+143
+1% +$3.62K 0.25% 69
2025
Q3 		$357K Sell
12,624
-117
-0.9% -$3.32K 0.3% 58
2025
Q2 		$369K Buy
12,741
+145
+1% +$4K 0.33% 53
2025
Q1 		$356K Sell
12,596
-24
-0.2% -$604 0.37% 45
2024
Q4 		$287K Buy
+12,620
New +$284K 0.29% 60

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Poinciana Advisors Group's T Position: Q2 2026 in Review

Poinciana Advisors Group sold out of AT&T (T) in Q2 2026, closing a stake of 12,767 shares — an estimated $370K sold.

Poinciana Advisors Group first reported a position in T in Q4 2024 and held it in 6 quarters. The position peaked at $370K in Q1 2026. 1,744 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Poinciana Advisors Group reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 12,767 AT&T shares in Q2 2026, an estimated $370K.
  • Poinciana Advisors Group first reported a position in AT&T in Q4 2024 and held it in 6 quarters.
  • Poinciana Advisors Group's AT&T position peaked at $370K in Q1 2026.
  • 1,744 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.