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Valley Brook Capital Group’s AT&T T Stock Holding History

Valley Brook Capital Group’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 		– Sell
-7,100
Closed -$206K – 124
2026
Q1 		$206K Buy
+7,100
New +$190K 0.14% 106
2025
Q4 		– Sell
-7,600
Closed -$215K – 127
2025
Q3 		$215K Hold
7,600
– – 0.14% 114
2025
Q2 		$220K Hold
7,600
– – 0.16% 105
2025
Q1 		$215K Buy
+7,600
New +$191K 0.17% 106
2024
Q4 		– Sell
-9,200
Closed -$202K – 119
2024
Q3 		$202K Sell
9,200
-6,400
-41% -$127K 0.15% 113
2024
Q2 		$298K Sell
15,600
-1,712
-10% -$29.8K 0.23% 93
2024
Q1 		$305K Sell
17,312
-4,384
-20% -$74.9K 0.24% 92
2023
Q4 		$364K Sell
21,696
-1,705
-7% -$26.9K 0.32% 76
2023
Q3 		$351K Buy
23,401
+150
+0.6% +$2.2K 0.35% 70
2023
Q2 		$371K Buy
23,251
+731
+3% +$12.4K 0.34% 72
2023
Q1 		$434K Hold
22,520
– – 0.4% 65
2022
Q4 		$415K Sell
22,520
-150
-0.7% -$2.69K 0.4% 67
2022
Q3 		$347K Hold
22,670
– – 0.38% 70
2022
Q2 		$475K Sell
22,670
-15,701
-41% -$313K 0.49% 59
2022
Q1 		$684K Buy
38,371
+18,482
+93% +$342K 0.59% 49
2021
Q4 		$369K Sell
19,889
-14,039
-41% -$262K 0.32% 76
2021
Q3 		$692K Sell
33,928
-3,090
-8% -$64.9K 0.69% 47
2021
Q2 		$804K Buy
37,018
+721
+2% +$16.4K 0.77% 40
2021
Q1 		$829K Sell
36,297
-3,284
-8% -$72.6K 0.75% 35
2020
Q4 		$859K Buy
+39,581
New +$854K 0.85% 30

Other funds holding T

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Valley Brook Capital Group's T Position: Q2 2026 in Review

Valley Brook Capital Group sold out of AT&T (T) in Q2 2026, closing a stake of 7,100 shares — an estimated $206K sold.

Valley Brook Capital Group first reported a position in T in Q4 2020 and held it in 20 quarters. The position peaked at $859K in Q4 2020. 1,627 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Valley Brook Capital Group reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Valley Brook Capital Group sold 7,100 AT&T shares in Q2 2026, an estimated $206K.
  • Valley Brook Capital Group first reported a position in AT&T in Q4 2020 and held it in 20 quarters.
  • Valley Brook Capital Group's AT&T position peaked at $859K in Q4 2020.
  • 1,627 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.