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Sovereign Investment Advisors’s AT&T T Stock Holding History

Sovereign Investment 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
2025
Q1 		– Sell
-21,005
Closed -$478K – 84
2024
Q4 		$478K Buy
+21,005
New +$473K 0.14% 49

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

Sovereign Investment Advisors's T Position: Q1 2025 in Review

Sovereign Investment Advisors sold out of AT&T (T) in Q1 2025, closing a stake of 21,005 shares — an estimated $478K sold.

Sovereign Investment Advisors first reported a position in T in Q4 2024 and held it in 1 quarter. The position peaked at $478K in Q4 2024. 2,859 funds tracked by Wall St. Rank hold T as of Q1 2025.

  • Sovereign Investment Advisors reported no remaining AT&T position as of Q1 2025 after selling out during the quarter.
  • Sovereign Investment Advisors sold 21,005 AT&T shares in Q1 2025, an estimated $478K.
  • Sovereign Investment Advisors first reported a position in AT&T in Q4 2024 and held it in 1 quarter.
  • Sovereign Investment Advisors's AT&T position peaked at $478K in Q4 2024.
  • 2,859 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Sovereign Investment Advisors's 13F filing for Q1 2025, filed 8 May 2025.