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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
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

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

Root Financial Partners's T Position: Q1 2026 in Review

Root Financial Partners increased its AT&T (T) stake by 15% in Q1 2026, buying an estimated $44.1K and bringing the position to 12,809 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #212.

Root Financial Partners first reported a position in T in Q4 2024 and has held it in 6 quarters since. The position peaked at $448K in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Root Financial Partners held 12,809 shares of AT&T worth $371K as of Q1 2026.
  • Root Financial Partners bought 1,650 AT&T shares in Q1 2026, an estimated $44.1K.
  • AT&T made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #212 holding.
  • Root Financial Partners first reported a position in AT&T in Q4 2024 and has held it in 6 quarters since.
  • Root Financial Partners's AT&T position peaked at $448K in Q2 2025.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.