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

Socha 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
Q4 		– Sell
-19,477
Closed -$550K – 23
2025
Q3 		$550K Buy
19,477
+193
+1% +$5.48K 0.23% 10
2025
Q2 		$558K Buy
19,284
+91
+0.5% +$2.51K 0.25% 11
2025
Q1 		$543K Buy
19,193
+65
+0.3% +$1.64K 0.27% 13
2024
Q4 		$436K Buy
19,128
+281
+1% +$6.32K 0.2% 14
2024
Q3 		$415K Buy
18,847
+461
+3% +$9.17K 0.18% 14
2024
Q2 		$351K Sell
18,386
-377
-2% -$6.55K 0.16% 13
2024
Q1 		$330K Buy
18,763
+195
+1% +$3.33K 0.14% 24
2023
Q4 		$312K Sell
18,568
-36
-0.2% -$568 0.15% 22
2023
Q3 		$279K Buy
18,604
+2,295
+14% +$33.6K 0.15% 22
2023
Q2 		$260K Buy
16,309
+1,645
+11% +$28K 0.14% 23
2023
Q1 		$282K Sell
14,664
-5,230
-26% -$100K 0.18% 17
2022
Q4 		$366K Buy
19,894
+598
+3% +$10.7K 0.26% 15
2022
Q3 		$296K Buy
19,296
+203
+1% +$3.69K 0.25% 13
2022
Q2 		$400K Sell
19,093
-4,854
-20% -$96.8K 0.41% 9
2022
Q1 		$427K Buy
23,947
+2,493
+12% +$46.1K 0.35% 8
2021
Q4 		$399K Buy
+21,454
New +$401K 0.3% 11

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Socha Financial Group's T Position: Q4 2025 in Review

Socha Financial Group sold out of AT&T (T) in Q4 2025, closing a stake of 19,477 shares — an estimated $550K sold.

Socha Financial Group first reported a position in T in Q4 2021 and held it in 16 quarters. The position peaked at $558K in Q2 2025. 2,850 funds tracked by Wall St. Rank hold T as of Q4 2025.

  • Socha Financial Group reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
  • Socha Financial Group sold 19,477 AT&T shares in Q4 2025, an estimated $550K.
  • Socha Financial Group first reported a position in AT&T in Q4 2021 and held it in 16 quarters.
  • Socha Financial Group's AT&T position peaked at $558K in Q2 2025.
  • 2,850 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Socha Financial Group's 13F filing for Q4 2025, filed 30 Jan 2026.