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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

T holding history

AT&T Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

T overviewAll 13F holders of TFull Q2 2026 holdings

Shares (Q2 2026)
2,906,672
Value
$60.2M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of T by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,906,672$60.2M0.1%−79,859−2.7%ReducedHolders
Q1 20262,986,531$86.6M0.2%+405,963+15.7%AddedHolders
Q4 20252,580,568$64.1M0.1%+15,623+0.6%AddedHolders
Q3 20252,564,945$72.4M0.1%+43,968+1.7%AddedHolders
Q2 20252,520,977$73.0M0.2%−2,984−0.1%ReducedHolders
Q1 20252,523,961$71.4M0.2%−55,817−2.2%ReducedHolders
Q4 20242,579,778$58.7M0.2%+192,705+8.1%AddedHolders
Q3 20242,387,073$51.6M0.2%−271,514−10.2%ReducedHolders
Q2 20242,658,587$50.8M0.2%−7,644−0.3%ReducedHolders
Q1 20242,666,231$46.9M0.2%−384,318−12.6%ReducedHolders
Q4 20233,050,549$51.2M0.2%−151,379−4.7%ReducedHolders
Q3 20233,201,928$48.1M0.2%−1,000,586−23.8%ReducedHolders
Q2 20234,202,514$67.0M0.3%−3,305,711−44.0%ReducedHolders
Q1 20237,508,225$144.5M0.6%+665,076+9.7%AddedHolders
Q4 20226,843,149$126.0M0.6%+424,638+6.6%AddedHolders
Q3 20226,418,511$98.5M0.6%+883,007+16.0%AddedHolders
Q2 20225,535,504$116.0M0.7%+2,440,108+78.8%AddedHolders
Q1 20223,095,396$73.1M0.5%+20,847+0.7%AddedHolders
Q4 20213,074,549$75.6M0.5%+1,891,118+159.8%AddedHolders
Q3 20211,183,431$32.0M0.3%+123,210+11.6%AddedHolders
Q2 20211,060,221$30.5M0.3%+46,881+4.6%AddedHolders
Q1 20211,013,340$30.7M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.