AT&T Inc. (t 5 Perp A)Preferred / convertible
13F holders, Q2 2026 (June 30)7holders +2
2new positions
0sold out
$18.81avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding AT&T Inc. (t 5 Perp A) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Kelly Lawrence W & Associates Inc. ($1.0M), Ethos Financial Group, LLC ($198K) and Ramirez Asset Management, Inc. ($113K).
- Company
- AT&T Inc. (t 5 Perp A)
- CUSIP
- 00206R508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $125K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 24,085 shares bought, net +24,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Kelly Lawrence W & Associates Inc. | — | Add +43.9% | 54,400 | $1.0M |
| Ethos Financial Group, LLC | — | No change | 10,750 | $198K |
| Ramirez Asset Management, Inc. | — | New | 6,000 | $113K |
| Estabrook Capital Management | — | No change | 4,000 | $76K |
| PNC Financial Services Group, Inc. | — | Add +111.3% | 938 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 600 | $11K |
| First Command Advisory Services, Inc. | — | Add +262.4% | 540 | $10K |
"% of holder's portfolio" is AT&T INC (T 5 PERP A)'s weight in each manager's 13F, not the share of AT&T Inc. (t 5 Perp A) the manager owns.