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Regent Peak Wealth Advisors’s AT&T T Stock Holding History

Regent Peak 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 		$266K Sell
12,840
-648
-5% -$16.1K 0.05% 169
2026
Q1 		$391K Buy
13,488
+535
+4% +$14.3K 0.08% 112
2025
Q4 		$322K Sell
12,953
-141
-1% -$3.57K 0.06% 130
2025
Q3 		$370K Buy
+13,094
New +$372K 0.07% 115
2025
Q1 		$353K Sell
12,485
-507
-4% -$12.8K 0.08% 104
2024
Q4 		$296K Sell
12,992
-4,046
-24% -$91.1K 0.07% 126
2024
Q3 		$375K Buy
17,038
+190
+1% +$3.78K 0.09% 102
2024
Q2 		$322K Sell
16,848
-4,031
-19% -$70.1K 0.07% 116
2024
Q1 		$367K Sell
20,879
-38
-0.2% -$649 0.09% 102
2023
Q4 		$351K Sell
20,917
-2,392
-10% -$37.8K 0.1% 101
2023
Q3 		$350K Buy
23,309
+9,624
+70% +$141K 0.11% 97
2023
Q2 		$218K Sell
13,685
-2,255
-14% -$38.4K 0.06% 139
2023
Q1 		$307K Sell
15,940
-4,248
-21% -$81.2K 0.09% 104
2022
Q4 		$372K Sell
20,188
-2,352
-10% -$42.1K 0.12% 101
2022
Q3 		$345K Sell
22,540
-2,928
-11% -$53.3K 0.12% 103
2022
Q2 		$533K Buy
25,468
+6,449
+34% +$129K 0.17% 77
2022
Q1 		$339K Buy
19,019
+1,599
+9% +$29.6K 0.1% 116
2021
Q4 		$324K Sell
17,420
-6,736
-28% -$126K 0.09% 123
2021
Q3 		$493K Sell
24,156
-1,184
-5% -$24.9K 0.14% 94
2021
Q2 		$537K Buy
25,340
+8,246
+48% +$188K 0.15% 87
2021
Q1 		$390K Sell
17,094
-3,257
-16% -$72K 0.13% 101
2020
Q4 		$442K Buy
20,351
+2,885
+17% +$62.2K 0.15% 89
2020
Q3 		$376K Sell
17,466
-1,271
-7% -$28.4K 0.16% 88
2020
Q2 		$428K Buy
18,737
+921
+5% +$21K 0.19% 73
2020
Q1 		$392K Sell
17,816
-1,495
-8% -$40.8K 0.22% 73
2019
Q4 		$569K Buy
+19,311
New +$558K 0.26% 67

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

Regent Peak Wealth Advisors's T Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its AT&T (T) stake by 4.8% in Q2 2026, selling an estimated $16.1K and leaving 12,840 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #169.

Regent Peak Wealth Advisors first reported a position in T in Q4 2019 and has held it in 26 quarters since. The position peaked at $569K in Q4 2019. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Regent Peak Wealth Advisors held 12,840 shares of AT&T worth $266K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 648 AT&T shares in Q2 2026, an estimated $16.1K.
  • AT&T made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • Regent Peak Wealth Advisors first reported a position in AT&T in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's AT&T position peaked at $569K in Q4 2019.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.