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Wood Tarver Financial Group’s AT&T T Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-1,063
Closed -$30K – 580
2025
Q2 		$30K Hold
1,063
– – 0.01% 325
2025
Q1 		$30.1K Hold
1,063
– – 0.01% 312
2024
Q4 		$24K Buy
+1,063
New +$23.9K 0.01% 330

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wood Tarver Financial Group's T Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of AT&T (T) in Q3 2025, closing a stake of 1,063 shares — an estimated $30K sold.

Wood Tarver Financial Group first reported a position in T in Q4 2024 and held it in 3 quarters. The position peaked at $30.1K in Q1 2025. 2,862 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1,063 AT&T shares in Q3 2025, an estimated $30K.
  • Wood Tarver Financial Group first reported a position in AT&T in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's AT&T position peaked at $30.1K in Q1 2025.
  • 2,862 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.