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Values First Advisors’s AT&T T Stock Holding History

Values First 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
Q3 		– Sell
-599
Closed -$17.3K – 183
2025
Q2 		$17.3K Buy
599
+2
+0.3% +$55 0.01% 174
2025
Q1 		$16.9K Buy
597
+3
+0.5% +$75 0.01% 175
2024
Q4 		$13.5K Buy
+594
New +$13.4K 0.01% 213
2023
Q2 		– Sell
-521
Closed -$10K – 322
2023
Q1 		$10K Buy
+521
New +$9.96K 0.01% 217

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Values First Advisors's T Position: Q3 2025 in Review

Values First Advisors sold out of AT&T (T) in Q3 2025, closing a stake of 599 shares — an estimated $17.3K sold.

Values First Advisors first reported a position in T in Q1 2023 and held it in 4 quarters. The position peaked at $17.3K in Q2 2025. 2,862 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Values First Advisors reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
  • Values First Advisors sold 599 AT&T shares in Q3 2025, an estimated $17.3K.
  • Values First Advisors first reported a position in AT&T in Q1 2023 and held it in 4 quarters.
  • Values First Advisors's AT&T position peaked at $17.3K in Q2 2025.
  • 2,862 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Values First Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.