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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ROI Financial Advisors's T Position: Q1 2026 in Review

ROI Financial Advisors increased its AT&T (T) stake by 4.7% in Q1 2026, buying an estimated $37.9K and bringing the position to 31,646 shares worth $917K. The position accounts for 0.55% of the portfolio, ranked #37.

ROI Financial Advisors first reported a position in T in Q2 2025 and has held it in 4 quarters since. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • ROI Financial Advisors held 31,646 shares of AT&T worth $917K as of Q1 2026.
  • ROI Financial Advisors bought 1,419 AT&T shares in Q1 2026, an estimated $37.9K.
  • AT&T made up 0.55% of ROI Financial Advisors's portfolio in Q1 2026, its #37 holding.
  • ROI Financial Advisors first reported a position in AT&T in Q2 2025 and has held it in 4 quarters since.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.