Trifecta Capital Advisors’s AT&T T Stock Holding History

Trifecta Capital 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 Q2	$79.2K	Buy	3,828 +28	+0.7%	+$695	0.01%	164
2026 Q1	$110K	Buy	+3,800	New	+$102K	0.02%	139
2025 Q4	–	Sell	-497	Closed	-$14K	–	426
2025 Q3	$14K	Buy	497 +100	+25%	+$2.84K	﹤0.01%	229
2025 Q2	$11.5K	Hold	397	–	–	﹤0.01%	233
2025 Q1	$11.2K	Hold	397	–	–	﹤0.01%	212
2024 Q4	$9.04K	Hold	397	–	–	﹤0.01%	215
2024 Q3	$8.73K	Hold	397	–	–	﹤0.01%	222
2024 Q2	$7.59K	Hold	397	–	–	﹤0.01%	229
2024 Q1	$6.99K	Hold	397	–	–	﹤0.01%	220
2023 Q4	$6.66K	Sell	397 -1,374	-78%	-$21.7K	﹤0.01%	229
2023 Q3	$26.6K	Sell	1,771 -229	-11%	-$3.36K	0.01%	166
2023 Q2	$31.9K	Sell	2,000 -350	-15%	-$5.96K	0.01%	168
2023 Q1	$45.2K	Hold	2,350	–	–	0.02%	145
2022 Q4	$43.3K	Buy	+2,350	New	+$42.1K	0.02%	132

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Trifecta Capital Advisors's T Position: Q2 2026 in Review

Trifecta Capital Advisors increased its AT&T (T) stake by 0.74% in Q2 2026, buying an estimated $695 and bringing the position to 3,828 shares worth $79.2K. The position accounts for 0.01% of the portfolio, ranked #164.

Trifecta Capital Advisors first reported a position in T in Q4 2022 and has held it in 14 quarters since. The position peaked at $110K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Trifecta Capital Advisors held 3,828 shares of AT&T worth $79.2K as of Q2 2026.
Trifecta Capital Advisors bought 28 AT&T shares in Q2 2026, an estimated $695.
AT&T made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #164 holding.
Trifecta Capital Advisors first reported a position in AT&T in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's AT&T position peaked at $110K in Q1 2026.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.