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

Wellspring 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
2026
Q2 		$382K Buy
18,431
+514
+3% +$12.8K 0.03% 195
2026
Q1 		$519K Sell
17,917
-1,866
-9% -$49.8K 0.04% 158
2025
Q4 		$491K Buy
19,783
+10,408
+111% +$263K 0.04% 147
2025
Q3 		$265K Buy
+9,375
New +$266K 0.02% 131

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

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

Wellspring Financial Advisors increased its AT&T (T) stake by 2.9% in Q2 2026, buying an estimated $12.8K and bringing the position to 18,431 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #195.

Wellspring Financial Advisors first reported a position in T in Q3 2025 and has held it in 4 quarters since. The position peaked at $519K in Q1 2026. 870 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Wellspring Financial Advisors held 18,431 shares of AT&T worth $382K as of Q2 2026.
  • Wellspring Financial Advisors bought 514 AT&T shares in Q2 2026, an estimated $12.8K.
  • AT&T made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #195 holding.
  • Wellspring Financial Advisors first reported a position in AT&T in Q3 2025 and has held it in 4 quarters since.
  • Wellspring Financial Advisors's AT&T position peaked at $519K in Q1 2026.
  • 870 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.