UCFA
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United Capital Financial Advisors’s AT&T T Stock Holding History

United Capital Financial 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
2019
Q4 		– Sell
-124
Closed -$356K – 1422
2019
Q3 		$356K Sell
124
-10,203
-99% -$270K ﹤0.01% 1039
2019
Q2 		$257K Buy
+10,327
New +$248K ﹤0.01% 1278

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's T Position: Q1 2026 in Review

United Capital Financial Advisors reduced its AT&T (T) stake by 0.79% in Q1 2026, selling an estimated $113K and leaving 530,473 shares worth $15.4M. The position accounts for 0.09% of the portfolio, ranked #174.

United Capital Financial Advisors first reported a position in T in Q2 2013 and has held it in 52 quarters since. The position peaked at $60M in Q4 2019. 2,974 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • United Capital Financial Advisors held 530,473 shares of AT&T worth $15.4M as of Q1 2026.
  • United Capital Financial Advisors sold 4,224 AT&T shares in Q1 2026, an estimated $113K.
  • AT&T made up 0.09% of United Capital Financial Advisors's portfolio in Q1 2026, its #174 holding.
  • United Capital Financial Advisors first reported a position in AT&T in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's AT&T position peaked at $60M in Q4 2019.
  • 2,974 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

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