Root Financial Partners’s AT&T T Stock Holding History

Root Financial Partners’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	$356K	Buy	14,601 +1,979	+16%	+$47.7K	0.01%	284
2026 Q2	$261K	Sell	12,622 -187	-1%	-$4.64K	0.01%	319
2026 Q1	$371K	Buy	12,809 +1,650	+15%	+$44.1K	0.02%	212
2025 Q4	$277K	Sell	11,159 -841	-7%	-$21.3K	0.01%	241
2025 Q3	$339K	Sell	12,000 -3,490	-23%	-$99.1K	0.02%	198
2025 Q2	$448K	Buy	15,490 +5,209	+51%	+$144K	0.04%	138
2025 Q1	$291K	Buy	10,281 +411	+4%	+$10.3K	0.03%	160
2024 Q4	$225K	Buy	+9,870	New	+$222K	0.03%	190

Other funds holding T

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Root Financial Partners's T Position: Q3 2026 in Review

Root Financial Partners increased its AT&T (T) stake by 16% in Q3 2026, buying an estimated $47.7K and bringing the position to 14,601 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #284.

Root Financial Partners first reported a position in T in Q4 2024 and has held it in 8 quarters since. The position peaked at $448K in Q2 2025. 1,225 funds tracked by Wall St. Rank hold T as of Q3 2026.

Root Financial Partners held 14,601 shares of AT&T worth $356K as of Q3 2026.
Root Financial Partners bought 1,979 AT&T shares in Q3 2026, an estimated $47.7K.
AT&T made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #284 holding.
Root Financial Partners first reported a position in AT&T in Q4 2024 and has held it in 8 quarters since.
Root Financial Partners's AT&T position peaked at $448K in Q2 2025.
1,225 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.