San Luis Wealth Advisors’s AT&T T Stock Holding History

San Luis Wealth 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	$895K	Buy	+43,240	New	+$1.07M	0.13%	110
2025 Q2	–	Sell	-12,711	Closed	-$359K	–	155
2025 Q1	$359K	Sell	12,711 -36,785	-74%	-$925K	0.08%	108
2024 Q4	$1.13M	Buy	49,496 +2,687	+6%	+$60.5K	0.21%	52
2024 Q3	$1.03M	Buy	46,809 +4,066	+10%	+$80.9K	0.21%	51
2024 Q2	$817K	Sell	42,743 -15,558	-27%	-$271K	0.2%	54
2024 Q1	$1.03M	Buy	58,301 +381	+0.7%	+$6.51K	0.54%	23
2023 Q4	$972K	Sell	57,920 -571	-1%	-$9.02K	0.41%	24
2023 Q3	$879K	Sell	58,491 -4,860	-8%	-$71.2K	0.42%	25
2023 Q2	$1.01M	Sell	63,351 -6,561	-9%	-$112K	0.36%	69
2023 Q1	$1.35M	Sell	69,912 -33,128	-32%	-$633K	0.52%	57
2022 Q4	$1.9M	Sell	103,040 -13,294	-11%	-$238K	1.77%	20
2022 Q3	$1.78M	Buy	116,334 +63,868	+122%	+$1.16M	1.87%	14
2022 Q2	$1.1M	Sell	52,466 -4,140	-7%	-$82.6K	1.26%	22
2022 Q1	$1.05M	Hold	56,606	–	–	0.51%	42
2021 Q4	$1.05M	Sell	56,606 -45,948	-45%	-$859K	1.07%	23
2021 Q3	$2.09M	Buy	+102,554	New	+$2.15M	1.17%	21
2020 Q4	$1.96M	Buy	+90,376	New	+$1.95M	1.27%	21

Other funds holding T

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

San Luis Wealth Advisors's T Position: Q2 2026 in Review

San Luis Wealth Advisors opened a new position in AT&T (T) in Q2 2026: 43,240 shares worth $895K. The stake represents 0.13% of the portfolio and ranks #110 among its holdings. This is a return to the name: San Luis Wealth Advisors previously reported a position in T as recently as Q1 2025.

San Luis Wealth Advisors first reported a position in T in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.09M in Q3 2021. 474 funds tracked by Wall St. Rank hold T as of Q2 2026.

San Luis Wealth Advisors held 43,240 shares of AT&T worth $895K as of Q2 2026.
AT&T was a new San Luis Wealth Advisors position in Q2 2026.
AT&T made up 0.13% of San Luis Wealth Advisors's portfolio in Q2 2026, its #110 holding.
San Luis Wealth Advisors first reported a position in AT&T in Q4 2020 and has held it in 17 quarters since.
San Luis Wealth Advisors's AT&T position peaked at $2.09M in Q3 2021.
474 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.