AT&T Inc. (t 5 Perp A)Preferred / convertible

13F holders, Q1 2024 (March 31)
5holders
$21.81avg. 13F price*

At the end of Q1 2024, 5 institutions reported holding AT&T Inc. (t 5 Perp A) in their 13F filings. The largest holders were Kelly Lawrence W & Associates Inc. ($646K), Ethos Financial Group, LLC ($230K) and Estabrook Capital Management ($85K).

Company
AT&T Inc. (t 5 Perp A)
CUSIP
00206R508
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 5Q1 2024Q2 2024: 6Q2 2024Q3 2024: 6Q3 2024Q4 2024: 5Q4 2024Q1 2025: 5Q1 2025Q2 2025: 4Q2 2025Q3 2025: 5Q3 2025Q4 2025: 6Q4 2025Q1 2026: 5Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$4K
Exits0$0

Ownership 5 holders

Kelly Lawrence W & Associates Inc. — No change 29,300 $646K
Ethos Financial Group, LLC — No change 10,750 $230K
Estabrook Capital Management — No change 4,000 $85K
PNC Financial Services Group, Inc. — Reduce -3.3% 1,059 $23K
Tucker Asset Management LLC — New 200 $4K

"% 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.