Taylor Financial Group
T icon

Taylor Financial Group’s AT&T T Stock Holding History

Taylor Financial Group’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
Q3 		$1.26M Sell
51,729
-3,989
-7% -$96.2K 0.69% 30
2026
Q2 		$1.15M Hold
55,718
– – 0.63% 37
2026
Q1 		$1.62M Buy
55,718
+2,328
+4% +$62.2K 0.98% 25
2025
Q4 		$1.33M Sell
53,390
-860
-2% -$21.8K 0.78% 33
2025
Q3 		$1.53M Sell
54,250
-819
-1% -$23.3K 0.88% 26
2025
Q2 		$1.59M Hold
55,069
– – 0.99% 25
2025
Q1 		$1.56M Buy
55,069
+2,120
+4% +$53.3K 1.08% 23
2024
Q4 		$1.21M Buy
52,949
+1,915
+4% +$43.1K 0.84% 30
2024
Q3 		$1.12M Buy
51,034
+293
+0.6% +$5.83K 0.78% 30
2024
Q2 		$970K Sell
50,741
-15
-0% -$261 0.75% 35
2024
Q1 		$893K Sell
50,756
-1,555
-3% -$26.6K 0.68% 37
2023
Q4 		$878K Buy
+52,311
New +$826K 0.72% 36

Other funds holding T

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Taylor Financial Group's T Position: Q3 2026 in Review

Taylor Financial Group reduced its AT&T (T) stake by 7.2% in Q3 2026, selling an estimated $96.2K and leaving 51,729 shares worth $1.26M. The position accounts for 0.69% of the portfolio, ranked #30.

Taylor Financial Group first reported a position in T in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q1 2026. 2,470 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Taylor Financial Group held 51,729 shares of AT&T worth $1.26M as of Q3 2026.
  • Taylor Financial Group sold 3,989 AT&T shares in Q3 2026, an estimated $96.2K.
  • AT&T made up 0.69% of Taylor Financial Group's portfolio in Q3 2026, its #30 holding.
  • Taylor Financial Group first reported a position in AT&T in Q4 2023 and has held it in 12 quarters since.
  • Taylor Financial Group's AT&T position peaked at $1.62M in Q1 2026.
  • 2,470 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Taylor Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.