AT&T Inc. (t 5 Perp A)Preferred / convertible
13F holders, Q2 2025 (June 30)4holders −1
0new positions
1sold out
$20.13avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding AT&T Inc. (t 5 Perp A) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Kelly Lawrence W & Associates Inc. ($1.2M), Ethos Financial Group, LLC ($217K) and Estabrook Capital Management ($81K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $12K |
All 13F filers, Q1 2025 → Q2 2025: 20,000 shares bought and 862 shares sold, net +19,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kelly Lawrence W & Associates Inc. | — | Add +50.9% | 59,300 | $1.2M |
| Ethos Financial Group, LLC | — | No change | 10,750 | $217K |
| Estabrook Capital Management | — | No change | 4,000 | $81K |
| PNC Financial Services Group, Inc. | — | Reduce -25.0% | 787 | $16K |
"% 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.