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Steward Partners Investment Advisory’s AT&T T Stock Holding History

Steward Partners Investment Advisory’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 		$23.5M Sell
1,136,325
-5,710
-0.5% -$142K 0.12% 170
2026
Q1 		$33.1M Buy
1,142,035
+26,744
+2% +$714K 0.17% 112
2025
Q4 		$27.7M Sell
1,115,291
-115,951
-9% -$2.94M 0.15% 125
2025
Q3 		$34.8M Buy
1,231,242
+55,104
+5% +$1.56M 0.2% 94
2025
Q2 		$34M Buy
1,176,138
+242
+0% +$6.67K 0.27% 72
2025
Q1 		$33.3M Buy
1,175,896
+12,559
+1% +$316K 0.29% 68
2024
Q4 		$26.5M Buy
1,163,337
+193,406
+20% +$4.35M 0.24% 89
2024
Q3 		$21.3M Buy
969,931
+62,005
+7% +$1.23M 0.2% 109
2024
Q2 		$17.4M Buy
907,926
+31,713
+4% +$551K 0.18% 111
2024
Q1 		$15.4M Buy
876,213
+40,852
+5% +$698K 0.17% 123
2023
Q4 		$14M Buy
835,361
+197,234
+31% +$3.11M 0.19% 117
2023
Q3 		$9.58M Buy
638,127
+59,205
+10% +$868K 0.15% 149
2023
Q2 		$9.23M Sell
578,922
-128,847
-18% -$2.19M 0.14% 159
2023
Q1 		$13.6M Buy
707,769
+39,949
+6% +$763K 0.22% 103
2022
Q4 		$12.3M Buy
667,820
+32,780
+5% +$587K 0.21% 119
2022
Q3 		$9.74M Buy
635,040
+48,086
+8% +$875K 0.18% 128
2022
Q2 		$12.3M Buy
586,954
+11,361
+2% +$227K 0.23% 109
2022
Q1 		$10.3M Buy
575,593
+16,570
+3% +$307K 0.16% 148
2021
Q4 		$10.4M Sell
559,023
-23,443
-4% -$438K 0.16% 143
2021
Q3 		$11.9M Sell
582,466
-731
-0.1% -$15.4K 0.2% 119
2021
Q2 		$12.7M Sell
583,197
-178,423
-23% -$4.06M 0.21% 104
2021
Q1 		$17.4M Buy
761,620
+195,182
+34% +$4.32M 0.31% 73
2020
Q4 		$12.3M Sell
566,438
-72,458
-11% -$1.56M 0.27% 93
2020
Q3 		$13.8M Sell
638,896
-307,873
-33% -$6.88M 0.35% 66
2020
Q2 		$21.6M Buy
946,769
+28,232
+3% +$643K 0.62% 29
2020
Q1 		$20.2M Buy
918,537
+129,669
+16% +$3.54M 0.74% 23
2019
Q4 		$23.3M Buy
788,868
+66,242
+9% +$1.91M 0.69% 28
2019
Q3 		$20.7M Buy
722,626
+7,028
+1% +$186K 0.7% 28
2019
Q2 		$18.1M Buy
715,598
+241,613
+51% +$5.79M 0.66% 35
2019
Q1 		$11.2M Buy
473,985
+4,356
+0.9% +$100K 0.48% 50
2018
Q4 		$10.1M Buy
469,629
+64,338
+16% +$1.5M 0.49% 50
2018
Q3 		$10.3M Sell
405,291
-161,807
-29% -$3.96M 0.49% 44
2018
Q2 		$13.8M Buy
567,098
+207,122
+58% +$5.2M 0.82% 17
2018
Q1 		$9.69M Buy
359,976
+23,254
+7% +$647K 0.66% 24
2017
Q4 		$9.89M Buy
336,722
+95,371
+40% +$2.6M 0.76% 24
2017
Q3 		$7.14M Buy
241,351
+8,924
+4% +$253K 0.73% 28
2017
Q2 		$6.62M Buy
232,427
+40,125
+21% +$1.18M 0.74% 30
2017
Q1 		$6.03M Buy
192,302
+71,698
+59% +$2.26M 0.91% 26
2016
Q4 		$3.87M Buy
+120,604
New +$3.56M 1.77% 13

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

Steward Partners Investment Advisory's T Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its AT&T (T) stake by 0.5% in Q2 2026, selling an estimated $142K and leaving 1,136,325 shares worth $23.5M. The position accounts for 0.12% of the portfolio, ranked #170.

Steward Partners Investment Advisory first reported a position in T in Q4 2016 and has held it in 39 quarters since. The position peaked at $34.8M in Q3 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Steward Partners Investment Advisory held 1,136,325 shares of AT&T worth $23.5M as of Q2 2026.
  • Steward Partners Investment Advisory sold 5,710 AT&T shares in Q2 2026, an estimated $142K.
  • AT&T made up 0.12% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #170 holding.
  • Steward Partners Investment Advisory first reported a position in AT&T in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's AT&T position peaked at $34.8M in Q3 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.