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Strategic Financial Concepts’s AT&T T Stock Holding History

Strategic Financial Concepts’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 		– Sell
-17,685
Closed -$512K – 315
2026
Q1 		$512K Sell
17,685
-1,636
-8% -$43.7K 0.13% 156
2025
Q4 		$480K Buy
19,321
+9,762
+102% +$247K 0.44% 61
2025
Q3 		$270K Sell
9,559
-5,479
-36% -$156K 0.04% 207
2025
Q2 		$398K Sell
15,038
-18,892
-56% -$521K 0.06% 165
2025
Q1 		$926K Buy
33,930
+670
+2% +$16.8K 0.17% 127
2024
Q4 		$757K Buy
+33,260
New +$749K 0.15% 147
2024
Q3 		– Sell
-131,813
Closed -$758K – 682
2024
Q2 		$758K Buy
131,813
+91,578
+228% +$1.59M 0.44% 59
2024
Q1 		$708K Buy
40,235
+864
+2% +$14.8K 0.17% 133
2023
Q4 		$661K Sell
39,371
-5,904
-13% -$93.2K 0.39% 69
2023
Q3 		$680K Buy
45,275
+6,953
+18% +$102K 0.23% 103
2023
Q2 		$611K Sell
38,322
-2,733
-7% -$46.5K 0.23% 103
2023
Q1 		$790K Buy
+41,055
New +$785K 0.32% 77

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

Strategic Financial Concepts's T Position: Q2 2026 in Review

Strategic Financial Concepts sold out of AT&T (T) in Q2 2026, closing a stake of 17,685 shares — an estimated $512K sold.

Strategic Financial Concepts first reported a position in T in Q1 2023 and held it in 12 quarters. The position peaked at $926K in Q1 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Strategic Financial Concepts reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 17,685 AT&T shares in Q2 2026, an estimated $512K.
  • Strategic Financial Concepts first reported a position in AT&T in Q1 2023 and held it in 12 quarters.
  • Strategic Financial Concepts's AT&T position peaked at $926K in Q1 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.