EXENCIAL WEALTH ADVISORS, LLC

Position in T — At&T Inc.

CIK 1576151 OKLAHOMA CITY, OK

Position in T

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,779,522

+$251,912 QoQ

Shares Held

61,384

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Communication Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $6,380,833 across 6 Telecom Services names. T ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	60,717	$3,047,993
2	T	At&T Inc. This page	61,384	$1,779,522
3	CMCSA	Comcast Corp	15,560	$446,727
4	BCE	Bce Inc	16,573	$418,302
5	TU	Telus Corp	28,977	$371,774
6	TMUS	T-Mobile US, Inc.	1,507	$316,515

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,779,522	61,384	-0.2%	Shares	Sole	2026-04-28
2025-12-31	$1,527,610	61,498	-1.6%	Shares	Sole	2026-01-30
2025-09-30	$1,765,056	62,502	+3.9%	Shares	Sole	2025-10-27
2025-06-30	$1,741,059	60,161	-8.8%	Shares	Sole	2025-07-30
2025-03-31	$1,865,348	65,960	+2.9%	Shares	Sole	2025-05-09
2024-12-31	$1,459,465	64,096	+0.5%	Shares	Sole	2025-02-06
2024-09-30	$1,402,984	63,772	-19.4%	Shares	Sole	2024-10-31
2024-06-30	$1,512,174	79,130	+13.7%	Shares	Sole	2024-08-12
2024-03-31	$1,225,188	69,613	-13.3%	Shares	Sole	2024-05-10
2023-12-31	$1,346,947	80,271	-2.8%	Shares	Sole	2024-02-13
2023-09-30	$1,240,096	82,563	-4.8%	Shares	Sole	2023-11-08
2023-06-30	$1,383,024	86,710	-5.9%	Shares	Sole	2023-08-10
2023-03-31	$1,773,579	92,134	-16.8%	Shares	Sole	2023-05-02
2022-12-31	$2,037,526	110,675	+8.3%	Shares	Sole	2023-02-14
2022-09-30	$1,567,272	102,169	-9.6%	Shares	Sole	2022-11-08
2022-06-30	$2,369,569	113,052	+5.2%	Shares	Sole	2022-08-11
2022-03-31	$2,540,362	107,506	+5.9%	Shares	Sole	2022-05-12
2021-12-31	$2,497,471	101,523	-13.4%	Shares	Sole	2022-02-10
2021-09-30	$3,164,815	117,172	-0.4%	Shares	Sole	2021-11-04
2021-06-30	$3,385,311	117,627	+0.8%	Shares	Sole	2021-08-16
2021-03-31	$3,532,684	116,706	+2.0%	Shares	Sole	2021-05-06
2020-12-31	$3,290,237	114,403	-66.6%	Shares	Sole	2021-02-11
2020-09-30	$9,759,186	342,308	+145.2%	Shares	Sole	2020-11-13
2020-06-30	$4,219,891	139,593	+186.4%	Shares	Sole	2020-08-17
2020-03-31	$1,420,565	48,733	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.