AT&T Inc. (t 5.35 11/01/66)Preferred / convertible

13F holders, Q3 2025 (September 30)
4holders +2
2new positions
0sold out
$23.04avg. 13F price*

At the end of Q3 2025, 4 institutions reported holding AT&T Inc. (t 5.35 11/01/66) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were CCM Investment Advisers LLC ($202K), Towne Trust Company, N.A ($92K) and PNC Financial Services Group, Inc. ($55K).

Company
AT&T Inc. (t 5.35 11/01/66)
CUSIP
00206R300
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 2Q2 2025Q3 2025: 4Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$294K
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 12,750 shares bought, net +12,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

CCM Investment Advisers LLC — New 8,750 $202K
Towne Trust Company, N.A — New 4,000 $92K
PNC Financial Services Group, Inc. — No change 2,405 $55K
Lanark Financial, Inc. — No change 1,129 $26K

"% of holder's portfolio" is AT&T INC (T 5.35 11/01/66)'s weight in each manager's 13F, not the share of AT&T Inc. (t 5.35 11/01/66) the manager owns.