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

West 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	$290	Hold	14	–	–	﹤0.01%	217
2026 Q1	$406	Hold	14	–	–	﹤0.01%	185
2025 Q4	$348	Hold	14	–	–	﹤0.01%	230
2025 Q3	$396	Hold	14	–	–	﹤0.01%	187
2025 Q2	$406	Hold	14	–	–	﹤0.01%	201
2025 Q1	$396	Hold	14	–	–	﹤0.01%	197
2024 Q4	$319	Buy	+14	New	+$315	﹤0.01%	197
2023 Q4	–	Sell	-44	Closed	-$661	–	200
2023 Q3	$661	Hold	44	–	–	﹤0.01%	190
2023 Q2	$702	Buy	+44	New	+$749	﹤0.01%	169
2023 Q1	–	Sell	-5	Closed	-$92	–	171
2022 Q4	$92	Hold	5	–	–	﹤0.01%	163
2022 Q3	$0	Hold	5	–	–	﹤0.01%	191
2022 Q2	$0	Sell	5 -2	-29%	-$40	﹤0.01%	193
2022 Q1	$0	Hold	7	–	–	﹤0.01%	195
2021 Q4	$0	Hold	7	–	–	﹤0.01%	178
2021 Q3	$0	Hold	7	–	–	﹤0.01%	154
2021 Q2	$0	Hold	7	–	–	﹤0.01%	155
2021 Q1	$0	Hold	7	–	–	﹤0.01%	159
2020 Q4	$0	Buy	+7	New	+$151	﹤0.01%	153

Other funds holding T

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

West Financial Advisors held its AT&T (T) position steady in Q2 2026 at 14 shares worth $290. The position accounts for ﹤0.01% of the portfolio, ranked #217.

West Financial Advisors first reported a position in T in Q4 2020 and has held it in 18 quarters since. The position peaked at $702 in Q2 2023. 1,093 funds tracked by Wall St. Rank hold T as of Q2 2026.

West Financial Advisors held 14 shares of AT&T worth $290 as of Q2 2026.
West Financial Advisors left its AT&T share count unchanged in Q2 2026.
AT&T made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #217 holding.
West Financial Advisors first reported a position in AT&T in Q4 2020 and has held it in 18 quarters since.
West Financial Advisors's AT&T position peaked at $702 in Q2 2023.
1,093 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.