WF
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Whelan Financial’s AT&T T Stock Holding History

Whelan 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 		– Sell
-9,096
Closed -$264K – 103
2026
Q1 		$264K Buy
9,096
+519
+6% +$13.9K 0.08% 76
2025
Q4 		$213K Sell
8,577
-75
-0.9% -$1.9K 0.07% 89
2025
Q3 		$244K Buy
+8,652
New +$246K 0.08% 83

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Whelan Financial's T Position: Q2 2026 in Review

Whelan Financial sold out of AT&T (T) in Q2 2026, closing a stake of 9,096 shares — an estimated $264K sold.

Whelan Financial first reported a position in T in Q3 2025 and held it in 3 quarters. The position peaked at $264K in Q1 2026. 1,275 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Whelan Financial reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Whelan Financial sold 9,096 AT&T shares in Q2 2026, an estimated $264K.
  • Whelan Financial first reported a position in AT&T in Q3 2025 and held it in 3 quarters.
  • Whelan Financial's AT&T position peaked at $264K in Q1 2026.
  • 1,275 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.