Western Financial Corp’s AT&T T Stock Holding History

Western Financial Corp’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 Q4	–	Sell	-18,006	Closed	-$508K	–	128
2025 Q3	$508K	Buy	18,006 +1,495	+9%	+$42.5K	0.22%	87
2025 Q2	$478K	Buy	+16,511	New	+$455K	0.26%	89

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Western Financial Corp's T Position: Q4 2025 in Review

Western Financial Corp sold out of AT&T (T) in Q4 2025, closing a stake of 18,006 shares — an estimated $508K sold.

Western Financial Corp first reported a position in T in Q2 2025 and held it in 2 quarters. The position peaked at $508K in Q3 2025. 2,851 funds tracked by Wall St. Rank hold T as of Q4 2025.

Western Financial Corp reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
Western Financial Corp sold 18,006 AT&T shares in Q4 2025, an estimated $508K.
Western Financial Corp first reported a position in AT&T in Q2 2025 and held it in 2 quarters.
Western Financial Corp's AT&T position peaked at $508K in Q3 2025.
2,851 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Western Financial Corp's 13F filing for Q4 2025, filed 21 Jan 2026.