WF
T icon

WealthPoint Financial’s AT&T T Stock Holding History

WealthPoint Financial’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 		$342K Buy
16,508
+1,636
+11% +$40.6K 0.25% 90
2026
Q1 		$431K Buy
14,872
+2,205
+17% +$58.9K 0.36% 68
2025
Q4 		$315K Buy
+12,667
New +$321K 0.27% 83

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthPoint Financial's T Position: Q2 2026 in Review

WealthPoint Financial increased its AT&T (T) stake by 11% in Q2 2026, buying an estimated $40.6K and bringing the position to 16,508 shares worth $342K. The position accounts for 0.25% of the portfolio, ranked #90.

WealthPoint Financial first reported a position in T in Q4 2025 and has held it in 3 quarters since. The position peaked at $431K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • WealthPoint Financial held 16,508 shares of AT&T worth $342K as of Q2 2026.
  • WealthPoint Financial bought 1,636 AT&T shares in Q2 2026, an estimated $40.6K.
  • AT&T made up 0.25% of WealthPoint Financial's portfolio in Q2 2026, its #90 holding.
  • WealthPoint Financial first reported a position in AT&T in Q4 2025 and has held it in 3 quarters since.
  • WealthPoint Financial's AT&T position peaked at $431K in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.