Triad Wealth Partners’s AT&T T Stock Holding History

Triad Wealth Partners’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	$954K	Buy	39,091 +220	+0.6%	+$5.31K	0.05%	211
2026 Q2	$917K	Buy	38,871 +1,712	+5%	+$42.5K	0.05%	216
2026 Q1	$1.08M	Sell	37,159 -666	-2%	-$17.8K	0.09%	160
2025 Q4	$940K	Buy	37,825 +5,194	+16%	+$131K	0.09%	167
2025 Q3	$922K	Buy	32,631 +11,370	+53%	+$323K	0.12%	123
2025 Q2	$615K	Buy	21,261 +985	+5%	+$27.1K	0.12%	129
2025 Q1	$573K	Buy	20,276 +904	+5%	+$22.7K	0.18%	94
2024 Q4	$441K	Buy	19,372 +8,887	+85%	+$200K	0.16%	100
2024 Q3	$231K	Sell	10,485 -1,209	-10%	-$24.1K	0.12%	47
2024 Q2	$223K	Buy	+11,694	New	+$203K	0.12%	87

Other funds holding T

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Triad Wealth Partners's T Position: Q3 2026 in Review

Triad Wealth Partners increased its AT&T (T) stake by 0.57% in Q3 2026, buying an estimated $5.31K and bringing the position to 39,091 shares worth $954K. The position accounts for 0.05% of the portfolio, ranked #211.

Triad Wealth Partners first reported a position in T in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2026. 1,800 funds tracked by Wall St. Rank hold T as of Q3 2026.

Triad Wealth Partners held 39,091 shares of AT&T worth $954K as of Q3 2026.
Triad Wealth Partners bought 220 AT&T shares in Q3 2026, an estimated $5.31K.
AT&T made up 0.05% of Triad Wealth Partners's portfolio in Q3 2026, its #211 holding.
Triad Wealth Partners first reported a position in AT&T in Q2 2024 and has held it in 10 quarters since.
Triad Wealth Partners's AT&T position peaked at $1.08M in Q1 2026.
1,800 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.