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TFC Financial Management’s AT&T T Stock Holding History

TFC Financial 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 		$69.8K Sell
3,370
-1,192
-26% -$29.6K 0.01% 257
2026
Q1 		$132K Hold
4,562
– – 0.02% 169
2025
Q4 		$113K Hold
4,562
– – 0.01% 189
2025
Q3 		$129K Hold
4,562
– – 0.02% 162
2025
Q2 		$132K Hold
4,562
– – 0.02% 163
2025
Q1 		$129K Sell
4,562
-280
-6% -$7.04K 0.02% 161
2024
Q4 		$110K Buy
4,842
+1,499
+45% +$33.7K 0.02% 178
2024
Q3 		$73.6K Sell
3,343
-1,188
-26% -$23.6K 0.01% 223
2024
Q2 		$86.6K Buy
4,531
+1,499
+49% +$26.1K 0.02% 191
2024
Q1 		$53.4K Sell
3,032
-1,116
-27% -$19.1K 0.01% 226
2023
Q4 		$69.6K Sell
4,148
-190
-4% -$3K 0.01% 200
2023
Q3 		$65.2K Buy
4,338
+833
+24% +$12.2K 0.02% 199
2023
Q2 		$55.9K Buy
3,505
+2,389
+214% +$40.7K 0.01% 209
2023
Q1 		$21.5K Buy
1,116
+93
+9% +$1.78K 0.01% 309
2022
Q4 		$18.8K Sell
1,023
-25
-2% -$447 0.01% 264
2022
Q3 		$16K Buy
1,048
+199
+23% +$3.62K 0.01% 272
2022
Q2 		$18K Sell
849
-6,935
-89% -$138K 0.01% 266
2022
Q1 		$139K Buy
7,784
+223
+3% +$4.13K 0.04% 133
2021
Q4 		$140K Sell
7,561
-229
-3% -$4.28K 0.04% 132
2021
Q3 		$159K Buy
7,790
+372
+5% +$7.82K 0.05% 117
2021
Q2 		$161K Buy
7,418
+752
+11% +$17.1K 0.06% 113
2021
Q1 		$152K Sell
6,666
-1,134
-15% -$25.1K 0.06% 107
2020
Q4 		$169K Hold
7,800
– – 0.07% 97
2020
Q3 		$168K Buy
+7,800
New +$174K 0.08% 83

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

TFC Financial Management's T Position: Q2 2026 in Review

TFC Financial Management reduced its AT&T (T) stake by 26% in Q2 2026, selling an estimated $29.6K and leaving 3,370 shares worth $69.8K. The position accounts for 0.01% of the portfolio, ranked #257.

TFC Financial Management first reported a position in T in Q3 2020 and has held it in 24 quarters since. The position peaked at $169K in Q4 2020. 1,429 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • TFC Financial Management held 3,370 shares of AT&T worth $69.8K as of Q2 2026.
  • TFC Financial Management sold 1,192 AT&T shares in Q2 2026, an estimated $29.6K.
  • AT&T made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #257 holding.
  • TFC Financial Management first reported a position in AT&T in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's AT&T position peaked at $169K in Q4 2020.
  • 1,429 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.