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

Southern 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
2026
Q2 		$707K Buy
34,165
+160
+0.5% +$3.97K 0.18% 28
2026
Q1 		$986K Buy
34,005
+381
+1% +$10.2K 0.28% 15
2025
Q4 		$835K Buy
+33,624
New +$851K 0.24% 16

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Southern Financial Group's T Position: Q2 2026 in Review

Southern Financial Group increased its AT&T (T) stake by 0.47% in Q2 2026, buying an estimated $3.97K and bringing the position to 34,165 shares worth $707K. The position accounts for 0.18% of the portfolio, ranked #28.

Southern Financial Group first reported a position in T in Q4 2025 and has held it in 3 quarters since. The position peaked at $986K in Q1 2026. 1,525 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Southern Financial Group held 34,165 shares of AT&T worth $707K as of Q2 2026.
  • Southern Financial Group bought 160 AT&T shares in Q2 2026, an estimated $3.97K.
  • AT&T made up 0.18% of Southern Financial Group's portfolio in Q2 2026, its #28 holding.
  • Southern Financial Group first reported a position in AT&T in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's AT&T position peaked at $986K in Q1 2026.
  • 1,525 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.