PWA
T icon

Provenance Wealth Advisors’s AT&T T Stock Holding History

Provenance Wealth Advisors’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 		$208K Buy
10,057
+638
+7% +$15.8K 0.02% 137
2026
Q1 		$273K Buy
9,419
+1,700
+22% +$45.4K 0.03% 101
2025
Q4 		$192K Sell
7,719
-1,700
-18% -$43K 0.02% 112
2025
Q3 		$266K Sell
9,419
-85
-0.9% -$2.41K 0.03% 108
2025
Q2 		$275K Sell
9,504
-1,735
-15% -$47.8K 0.04% 99
2025
Q1 		$318K Sell
11,239
-30,428
-73% -$765K 0.05% 98
2024
Q4 		$949K Sell
41,667
-37,936
-48% -$854K 0.12% 53
2024
Q3 		$1.75M Buy
79,603
+2,068
+3% +$41.1K 0.22% 39
2024
Q2 		$1.48M Sell
77,535
-1,246
-2% -$21.7K 0.21% 38
2024
Q1 		$1.39M Buy
78,781
+15,907
+25% +$272K 0.2% 42
2023
Q4 		$1.06M Buy
62,874
+3,845
+7% +$60.7K 0.14% 60
2023
Q3 		$887K Buy
+59,029
New +$865K 0.14% 58

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Provenance Wealth Advisors's T Position: Q2 2026 in Review

Provenance Wealth Advisors increased its AT&T (T) stake by 6.8% in Q2 2026, buying an estimated $15.8K and bringing the position to 10,057 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #137.

Provenance Wealth Advisors first reported a position in T in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.75M in Q3 2024. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Provenance Wealth Advisors held 10,057 shares of AT&T worth $208K as of Q2 2026.
  • Provenance Wealth Advisors bought 638 AT&T shares in Q2 2026, an estimated $15.8K.
  • AT&T made up 0.02% of Provenance Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Provenance Wealth Advisors first reported a position in AT&T in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's AT&T position peaked at $1.75M in Q3 2024.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.