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SYM Financial Corp’s AT&T T Stock Holding History

SYM Financial Corp’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
Q1 		$674K Buy
23,247
+2,153
+10% +$57.5K 0.07% 91
2025
Q4 		$524K Buy
21,094
+29
+0.1% +$734 0.05% 126
2025
Q3 		$595K Sell
21,065
-5,001
-19% -$142K 0.06% 95
2025
Q2 		$754K Buy
26,066
+926
+4% +$25.5K 0.08% 81
2025
Q1 		$711K Sell
25,140
-286
-1% -$7.19K 0.09% 68
2024
Q4 		$579K Buy
25,426
+2,415
+10% +$54.4K 0.07% 80
2024
Q3 		$506K Buy
23,011
+2,005
+10% +$39.9K 0.07% 72
2024
Q2 		$401K Buy
+21,006
New +$365K 0.06% 69
2019
Q3 		– Sell
-12,795
Closed -$324K – 72
2019
Q2 		$324K Buy
12,795
+245
+2% +$5.88K 0.21% 19
2019
Q1 		$297K Sell
12,550
-216
-2% -$4.97K 0.19% 22
2018
Q4 		$275K Sell
12,766
-7,224
-36% -$168K 0.11% 27
2018
Q3 		$507K Buy
19,990
+7,440
+59% +$182K 0.28% 16
2018
Q2 		$304K Sell
12,550
-4,429
-26% -$111K 0.18% 14
2018
Q1 		$457K Sell
16,979
-1,531
-8% -$42.6K 0.28% 9
2017
Q4 		$544K Buy
+18,510
New +$505K 0.25% 15

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYM Financial Corp's T Position: Q1 2026 in Review

SYM Financial Corp increased its AT&T (T) stake by 10% in Q1 2026, buying an estimated $57.5K and bringing the position to 23,247 shares worth $674K. The position accounts for 0.07% of the portfolio, ranked #91.

SYM Financial Corp first reported a position in T in Q4 2017 and has held it in 15 quarters since. The position peaked at $754K in Q2 2025. 2,964 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • SYM Financial Corp held 23,247 shares of AT&T worth $674K as of Q1 2026.
  • SYM Financial Corp bought 2,153 AT&T shares in Q1 2026, an estimated $57.5K.
  • AT&T made up 0.07% of SYM Financial Corp's portfolio in Q1 2026, its #91 holding.
  • SYM Financial Corp first reported a position in AT&T in Q4 2017 and has held it in 15 quarters since.
  • SYM Financial Corp's AT&T position peaked at $754K in Q2 2025.
  • 2,964 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.