SageView Advisory Group’s AT&T T Stock Holding History

SageView Advisory Group’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
2025 Q4	$1.67M	Sell	67,113 -32,406	-33%	-$820K	0.06%	183
2025 Q3	$2.81M	Sell	99,519 -4,948	-5%	-$141K	0.1%	130
2025 Q2	$2.88M	Buy	104,467 +6,338	+6%	+$175K	0.11%	109
2025 Q1	$2.78M	Sell	98,129 -3,933	-4%	-$98.9K	0.12%	97
2024 Q4	$2.32M	Buy	102,062 +32,725	+47%	+$736K	0.1%	112
2024 Q3	$1.53M	Sell	69,337 -20,782	-23%	-$414K	0.08%	143
2024 Q2	$1.72M	Sell	90,119 -12,079	-12%	-$210K	0.08%	141
2024 Q1	$1.8M	Sell	102,198 -20,251	-17%	-$346K	0.09%	122
2023 Q4	$2.15M	Buy	122,449 +26,607	+28%	+$420K	0.09%	133
2023 Q3	$1.44M	Buy	95,842 +1,902	+2%	+$27.9K	0.08%	155
2023 Q2	$1.5M	Buy	93,940 +7,777	+9%	+$132K	0.08%	158
2023 Q1	$1.66M	Buy	86,163 +58,033	+206%	+$1.11M	0.11%	129
2022 Q4	$518K	Buy	+28,130	New	+$504K	0.04%	238

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SageView Advisory Group's T Position: Q4 2025 in Review

SageView Advisory Group reduced its AT&T (T) stake by 33% in Q4 2025, selling an estimated $820K and leaving 67,113 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #183.

SageView Advisory Group first reported a position in T in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.88M in Q2 2025. 2,851 funds tracked by Wall St. Rank hold T as of Q4 2025.

SageView Advisory Group held 67,113 shares of AT&T worth $1.67M as of Q4 2025.
SageView Advisory Group sold 32,406 AT&T shares in Q4 2025, an estimated $820K.
AT&T made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #183 holding.
SageView Advisory Group first reported a position in AT&T in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's AT&T position peaked at $2.88M in Q2 2025.
2,851 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.