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US Financial Advisors’s AT&T T Stock Holding History

US 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
2025
Q1 		$295K Buy
10,423
+1,448
+16% +$36.4K 0.09% 78
2024
Q4 		$204K Buy
+8,975
New +$202K 0.06% 86
2022
Q2 		– Sell
-11,717
Closed -$209K – 78
2022
Q1 		$209K Buy
+11,717
New +$217K 0.1% 70
2016
Q2 		– Sell
-837
Closed -$25K – 358
2016
Q1 		$25K Sell
837
-3,919
-82% -$109K 0.04% 141
2015
Q4 		$124K Buy
4,756
+628
+15% +$15.9K 0.12% 82
2015
Q3 		$102K Buy
4,128
+540
+15% +$13.8K 0.17% 69
2015
Q2 		$96K Buy
3,588
+95
+3% +$2.46K 0.09% 71
2015
Q1 		$86K Sell
3,493
-1,044
-23% -$26.5K 0.08% 76
2014
Q4 		$115K Buy
+4,537
New +$118K 0.1% 70

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Financial Advisors's T Position: Q1 2025 in Review

US Financial Advisors increased its AT&T (T) stake by 16% in Q1 2025, buying an estimated $36.4K and bringing the position to 10,423 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #78.

US Financial Advisors first reported a position in T in Q4 2014 and has held it in 9 quarters since. 2,859 funds tracked by Wall St. Rank hold T as of Q1 2025.

  • US Financial Advisors held 10,423 shares of AT&T worth $295K as of Q1 2025.
  • US Financial Advisors bought 1,448 AT&T shares in Q1 2025, an estimated $36.4K.
  • AT&T made up 0.09% of US Financial Advisors's portfolio in Q1 2025, its #78 holding.
  • US Financial Advisors first reported a position in AT&T in Q4 2014 and has held it in 9 quarters since.
  • 2,859 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.