Synergy Asset Management’s AT&T T Stock Holding History

Synergy Asset Management’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	$2.31M	Sell	111,449 -19,115	-15%	-$474K	0.22%	77
2026 Q1	$3.79M	Buy	130,564 +638	+0.5%	+$17K	0.4%	48
2025 Q4	$3.23M	Buy	129,926 +122,805	+1,725%	+$3.11M	0.34%	56
2025 Q3	$201K	Sell	7,121 -55	-0.8%	-$1.56K	0.01%	247
2025 Q2	$208K	Buy	+7,176	New	+$198K	0.02%	177
2025 Q1	–	Sell	-16,103	Closed	-$368K	–	752
2024 Q4	$368K	Sell	16,103 -92,412	-85%	-$2.08M	0.03%	167
2024 Q3	$2.39M	Buy	+108,515	New	+$2.16M	0.36%	57

Other funds holding T

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Synergy Asset Management's T Position: Q2 2026 in Review

Synergy Asset Management reduced its AT&T (T) stake by 15% in Q2 2026, selling an estimated $474K and leaving 111,449 shares worth $2.31M. The position accounts for 0.22% of the portfolio, ranked #77.

Synergy Asset Management first reported a position in T in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.79M in Q1 2026. 863 funds tracked by Wall St. Rank hold T as of Q2 2026.

Synergy Asset Management held 111,449 shares of AT&T worth $2.31M as of Q2 2026.
Synergy Asset Management sold 19,115 AT&T shares in Q2 2026, an estimated $474K.
AT&T made up 0.22% of Synergy Asset Management's portfolio in Q2 2026, its #77 holding.
Synergy Asset Management first reported a position in AT&T in Q3 2024 and has held it in 7 quarters since.
Synergy Asset Management's AT&T position peaked at $3.79M in Q1 2026.
863 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.