AT&T Inc. (t 5 Perp A)Preferred / convertible
13F holders, Q3 2025 (September 30)5holders +1
1new positions
0sold out
$21.01avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding AT&T Inc. (t 5 Perp A) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Kelly Lawrence W & Associates Inc. ($1.2M), Ethos Financial Group, LLC ($225K) and Estabrook Capital Management ($84K).
- Company
- AT&T Inc. (t 5 Perp A)
- CUSIP
- 00206R508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $439 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 21 shares bought and 60 shares sold, net −39 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kelly Lawrence W & Associates Inc. | — | No change | 59,300 | $1.2M |
| Ethos Financial Group, LLC | — | No change | 10,750 | $225K |
| Estabrook Capital Management | — | No change | 4,000 | $84K |
| PNC Financial Services Group, Inc. | — | Reduce -7.6% | 727 | $15K |
| Lanark Financial, Inc. | — | New | 21 | $439 |
"% 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.