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

Sovereign 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 		$806K Buy
38,945
+1,640
+4% +$40.7K 0.12% 158
2026
Q1 		$1.08M Buy
37,305
+865
+2% +$23.1K 0.19% 99
2025
Q4 		$905K Sell
36,440
-2,713
-7% -$68.7K 0.16% 120
2025
Q3 		$1.11M Sell
39,153
-1,233
-3% -$35K 0.21% 90
2025
Q2 		$1.17M Sell
40,386
-533
-1% -$14.7K 0.24% 79
2025
Q1 		$1.16M Sell
40,919
-10,935
-21% -$275K 0.27% 71
2024
Q4 		$1.18M Buy
51,854
+1,606
+3% +$36.1K 0.27% 74
2024
Q3 		$1.11M Buy
50,248
+4,455
+10% +$88.6K 0.26% 78
2024
Q2 		$875K Sell
45,793
-4
-0% -$70 0.22% 90
2024
Q1 		$806K Buy
45,797
+11,624
+34% +$198K 0.21% 91
2023
Q4 		$573K Sell
34,173
-2,677
-7% -$42.3K 0.17% 114
2023
Q3 		$553K Sell
36,850
-2,882
-7% -$42.2K 0.2% 108
2023
Q2 		$634K Buy
39,732
+2,518
+7% +$42.9K 0.21% 114
2023
Q1 		$716K Sell
37,214
-126
-0.3% -$2.41K 0.27% 89
2022
Q4 		$687K Buy
37,340
+1,594
+4% +$28.5K 0.27% 95
2022
Q3 		$548K Buy
35,746
+101
+0.3% +$1.84K 0.22% 102
2022
Q2 		$747K Sell
35,645
-15,023
-30% -$300K 0.29% 86
2022
Q1 		$904K Buy
50,668
+12,504
+33% +$231K 0.34% 77
2021
Q4 		$709K Sell
38,164
-14,166
-27% -$265K 0.28% 93
2021
Q3 		$1.07M Sell
52,330
-6,652
-11% -$140K 0.61% 40
2021
Q2 		$1.35M Hold
58,982
– – 0.82% 32
2021
Q1 		$1.35M Buy
58,982
+10,729
+22% +$237K 0.84% 30
2020
Q4 		$1.05M Buy
+48,253
New +$1.04M 0.75% 35

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Sovereign Financial Group increased its AT&T (T) stake by 4.4% in Q2 2026, buying an estimated $40.7K and bringing the position to 38,945 shares worth $806K. The position accounts for 0.12% of the portfolio, ranked #158.

Sovereign Financial Group first reported a position in T in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.35M in Q2 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Sovereign Financial Group held 38,945 shares of AT&T worth $806K as of Q2 2026.
  • Sovereign Financial Group bought 1,640 AT&T shares in Q2 2026, an estimated $40.7K.
  • AT&T made up 0.12% of Sovereign Financial Group's portfolio in Q2 2026, its #158 holding.
  • Sovereign Financial Group first reported a position in AT&T in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's AT&T position peaked at $1.35M in Q2 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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