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ROI Financial Advisors’s AT&T T Stock Holding History

ROI Financial 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 		$751K Buy
36,265
+4,619
+15% +$115K 0.39% 42
2026
Q1 		$917K Buy
31,646
+1,419
+5% +$37.9K 0.55% 37
2025
Q4 		$751K Buy
30,227
+3,888
+15% +$98.4K 0.43% 37
2025
Q3 		$744K Buy
26,339
+6,513
+33% +$185K 0.44% 37
2025
Q2 		$574K Buy
+19,826
New +$546K 0.36% 41

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

ROI Financial Advisors's T Position: Q2 2026 in Review

ROI Financial Advisors increased its AT&T (T) stake by 15% in Q2 2026, buying an estimated $115K and bringing the position to 36,265 shares worth $751K. The position accounts for 0.39% of the portfolio, ranked #42.

ROI Financial Advisors first reported a position in T in Q2 2025 and has held it in 5 quarters since. The position peaked at $917K in Q1 2026. 2,689 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • ROI Financial Advisors held 36,265 shares of AT&T worth $751K as of Q2 2026.
  • ROI Financial Advisors bought 4,619 AT&T shares in Q2 2026, an estimated $115K.
  • AT&T made up 0.39% of ROI Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • ROI Financial Advisors first reported a position in AT&T in Q2 2025 and has held it in 5 quarters since.
  • ROI Financial Advisors's AT&T position peaked at $917K in Q1 2026.
  • 2,689 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.