Valley Financial Group’s AT&T T Stock Holding History

Valley Financial 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	$412K	Buy	19,894 +121	+0.6%	+$3K	0.2%	41
2026 Q1	$573K	Sell	19,773 -17	-0.1%	-$454	0.31%	32
2025 Q4	$492K	Buy	19,790 +1,026	+5%	+$26K	0.28%	35
2025 Q3	$530K	Buy	18,764 +1,054	+6%	+$29.9K	0.3%	35
2025 Q2	$513K	Sell	17,710 -56	-0.3%	-$1.54K	0.31%	34
2025 Q1	$502K	Sell	17,766 -893	-5%	-$22.5K	0.33%	33
2024 Q4	$425K	Buy	18,659 +2,139	+13%	+$48.1K	0.3%	36
2024 Q3	$363K	Hold	16,520	–	–	0.25%	40
2024 Q2	$316K	Sell	16,520 -31	-0.2%	-$539	0.23%	41
2024 Q1	$291K	Buy	16,551 +113	+0.7%	+$1.93K	0.22%	43
2023 Q4	$276K	Buy	+16,438	New	+$260K	0.22%	50

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

Valley Financial Group's T Position: Q2 2026 in Review

Valley Financial Group increased its AT&T (T) stake by 0.61% in Q2 2026, buying an estimated $3K and bringing the position to 19,894 shares worth $412K. The position accounts for 0.2% of the portfolio, ranked #41.

Valley Financial Group first reported a position in T in Q4 2023 and has held it in 11 quarters since. The position peaked at $573K in Q1 2026. 2,690 funds tracked by Wall St. Rank hold T as of Q2 2026.

Valley Financial Group held 19,894 shares of AT&T worth $412K as of Q2 2026.
Valley Financial Group bought 121 AT&T shares in Q2 2026, an estimated $3K.
AT&T made up 0.2% of Valley Financial Group's portfolio in Q2 2026, its #41 holding.
Valley Financial Group first reported a position in AT&T in Q4 2023 and has held it in 11 quarters since.
Valley Financial Group's AT&T position peaked at $573K in Q1 2026.
2,690 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.