VFA
T icon

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

Valeo 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
2021
Q2 		– Sell
-1,986
Closed -$45K – 1675
2021
Q1 		$45K Buy
+1,986
New +$43.9K ﹤0.01% 914

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Valeo Financial Advisors's T Position: Q2 2026 in Review

Valeo Financial Advisors reduced its AT&T (T) stake by 11% in Q2 2026, selling an estimated $476K and leaving 157,617 shares worth $3.26M. The position accounts for 0.07% of the portfolio, ranked #126.

Valeo Financial Advisors first reported a position in T in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.61M in Q3 2019. 863 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Valeo Financial Advisors held 157,617 shares of AT&T worth $3.26M as of Q2 2026.
  • Valeo Financial Advisors sold 19,166 AT&T shares in Q2 2026, an estimated $476K.
  • AT&T made up 0.07% of Valeo Financial Advisors's portfolio in Q2 2026, its #126 holding.
  • Valeo Financial Advisors first reported a position in AT&T in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's AT&T position peaked at $7.61M in Q3 2019.
  • 863 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.