Principal Securities’s AT&T T Stock Holding History

Principal Securities’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	$7.23M	Buy	249,247 +43,635	+21%	+$1.17M	0.11%	176
2025 Q4	$5.11M	Buy	205,612 +28,545	+16%	+$723K	0.08%	241
2025 Q3	$5M	Buy	177,067 +15,482	+10%	+$440K	0.08%	227
2025 Q2	$4.68M	Buy	161,585 +27,235	+20%	+$751K	0.09%	225
2025 Q1	$3.06M	Buy	134,350 +662	+0.5%	+$16.6K	0.07%	265
2024 Q4	$3.04M	Buy	133,688 +15,309	+13%	+$345K	0.07%	266
2024 Q3	$2.6M	Buy	118,379 +8,280	+8%	+$165K	0.06%	270
2024 Q2	$2.1M	Buy	110,099 +12,407	+13%	+$216K	0.06%	291
2024 Q1	$1.72M	Buy	97,692 +13,701	+16%	+$234K	0.05%	309
2023 Q4	$1.41M	Buy	+83,991	New	+$1.33M	0.05%	324

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