Principia Wealth Advisory’s AT&T T Stock Holding History

Principia Wealth Advisory’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
2025 Q4	$9.44K	Buy	380 +41	+12%	+$1.04K	0.01%	204
2025 Q3	$9.57K	Buy	339 +42	+14%	+$1.19K	0.01%	205
2025 Q2	$8.6K	Buy	297 +42	+16%	+$1.16K	0.01%	177
2025 Q1	$6.75K	Buy	255 +79	+45%	+$1.99K	0.01%	161
2024 Q4	$4.01K	Buy	+176	New	+$3.96K	﹤0.01%	172

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase

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