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Shum Financial Group’s AT&T T Stock Holding History

Shum Financial 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
Q1 		$404K Sell
14,298
-513
-3% -$12.9K 0.35% 69
2024
Q4 		$337K Sell
14,811
-681
-4% -$15.3K 0.29% 74
2024
Q3 		$342K Buy
+15,492
New +$308K 0.28% 77

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Shum Financial Group's T Position: Q1 2025 in Review

Shum Financial Group reduced its AT&T (T) stake by 3.5% in Q1 2025, selling an estimated $12.9K and leaving 14,298 shares worth $404K. The position accounts for 0.35% of the portfolio, ranked #69.

Shum Financial Group first reported a position in T in Q3 2024 and has held it in 3 quarters since. 2,859 funds tracked by Wall St. Rank hold T as of Q1 2025.

  • Shum Financial Group held 14,298 shares of AT&T worth $404K as of Q1 2025.
  • Shum Financial Group sold 513 AT&T shares in Q1 2025, an estimated $12.9K.
  • AT&T made up 0.35% of Shum Financial Group's portfolio in Q1 2025, its #69 holding.
  • Shum Financial Group first reported a position in AT&T in Q3 2024 and has held it in 3 quarters since.
  • 2,859 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Shum Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.