PCS
T icon

Private Client Services’s AT&T T Stock Holding History

Private Client Services’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 		$250K Buy
10,247
+443
+5% +$10.7K 0.07% 196
2026
Q2 		$203K Sell
9,804
-2,280
-19% -$56.6K 0.05% 225
2026
Q1 		$350K Buy
12,084
+247
+2% +$6.6K 0.1% 139
2025
Q4 		$294K Sell
11,837
-787
-6% -$19.9K 0.09% 144
2025
Q3 		$356K Sell
12,624
-2,726
-18% -$77.4K 0.12% 128
2025
Q2 		$444K Buy
15,350
+6,432
+72% +$177K 0.17% 118
2025
Q1 		$252K Buy
8,918
+14
+0.2% +$352 0.12% 155
2024
Q4 		$203K Sell
8,904
-310
-3% -$6.98K 0.11% 181
2024
Q3 		$203K Buy
+9,214
New +$183K 0.11% 167
2024
Q2 		– Sell
-11,703
Closed -$206K – 149
2024
Q1 		$206K Buy
+11,703
New +$200K 0.14% 125

Other funds holding T

QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Private Client Services's T Position: Q3 2026 in Review

Private Client Services increased its AT&T (T) stake by 4.5% in Q3 2026, buying an estimated $10.7K and bringing the position to 10,247 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #196.

Private Client Services first reported a position in T in Q1 2024 and has held it in 10 quarters since. The position peaked at $444K in Q2 2025. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Private Client Services held 10,247 shares of AT&T worth $250K as of Q3 2026.
  • Private Client Services bought 443 AT&T shares in Q3 2026, an estimated $10.7K.
  • AT&T made up 0.07% of Private Client Services's portfolio in Q3 2026, its #196 holding.
  • Private Client Services first reported a position in AT&T in Q1 2024 and has held it in 10 quarters since.
  • Private Client Services's AT&T position peaked at $444K in Q2 2025.
  • 147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.