Tiptree Advisors’s AT&T T Stock Holding History

Tiptree Advisors’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	$7.38M	Hold	254,700	–	–	4.29%	10
2025 Q4	$6.33M	Hold	254,700	–	–	3.65%	13
2025 Q3	$7.19M	Hold	254,700	–	–	4.5%	9
2025 Q2	$7.37M	Buy	254,700 +104,700	+70%	+$2.89M	5.77%	5
2025 Q1	$4.24M	Buy	+150,000	New	+$3.77M	3.51%	14

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiptree Advisors's T Position: Q1 2026 in Review

Tiptree Advisors held its AT&T (T) position steady in Q1 2026 at 254,700 shares worth $7.38M. The position accounts for 4.29% of the portfolio, ranked #10.

Tiptree Advisors first reported a position in T in Q1 2025 and has held it in 5 quarters since. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Tiptree Advisors held 254,700 shares of AT&T worth $7.38M as of Q1 2026.
Tiptree Advisors left its AT&T share count unchanged in Q1 2026.
AT&T made up 4.29% of Tiptree Advisors's portfolio in Q1 2026, its #10 holding.
Tiptree Advisors first reported a position in AT&T in Q1 2025 and has held it in 5 quarters since.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Tiptree Advisors's 13F filing for Q1 2026, filed 15 May 2026.