Richardson Financial Services
T icon

Richardson Financial Services’s AT&T T Stock Holding History

Richardson Financial 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 		$326K Sell
13,372
-634
-5% -$15.3K 0.19% 119
2026
Q2 		$290K Buy
14,006
+426
+3% +$10.6K 0.16% 127
2026
Q1 		$394K Buy
13,580
+981
+8% +$26.2K 0.25% 97
2025
Q4 		$313K Buy
12,599
+447
+4% +$11.3K 0.1% 122
2025
Q3 		$343K Buy
12,152
+535
+5% +$15.2K 0.21% 109
2025
Q2 		$335K Buy
11,617
+25
+0.2% +$689 0.23% 108
2025
Q1 		$328K Sell
11,592
-201
-2% -$5.06K 0.25% 109
2024
Q4 		$267K Sell
11,793
-1,316
-10% -$29.6K 0.19% 117
2024
Q3 		$251K Hold
13,109
– – 0.16% 128
2024
Q2 		$251K Sell
13,109
-1,693
-11% -$29.4K 0.18% 121
2024
Q1 		$261K Buy
14,802
+685
+5% +$11.7K 0.18% 123
2023
Q4 		$237K Buy
+14,117
New +$223K 0.21% 112

Other funds holding T

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Richardson Financial Services's T Position: Q3 2026 in Review

Richardson Financial Services reduced its AT&T (T) stake by 4.5% in Q3 2026, selling an estimated $15.3K and leaving 13,372 shares worth $326K. The position accounts for 0.19% of the portfolio, ranked #119.

Richardson Financial Services first reported a position in T in Q4 2023 and has held it in 12 quarters since. The position peaked at $394K in Q1 2026. 1,800 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Richardson Financial Services held 13,372 shares of AT&T worth $326K as of Q3 2026.
  • Richardson Financial Services sold 634 AT&T shares in Q3 2026, an estimated $15.3K.
  • AT&T made up 0.19% of Richardson Financial Services's portfolio in Q3 2026, its #119 holding.
  • Richardson Financial Services first reported a position in AT&T in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's AT&T position peaked at $394K in Q1 2026.
  • 1,800 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.