AT&T Inc. (t 5 Perp A)Preferred / convertible
13F holders, Q4 2025 (December 31)6holders +1
1new positions
0sold out
$20.18avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding AT&T Inc. (t 5 Perp A) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 600 shares bought and 153 shares sold, net +447 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Kelly Lawrence W & Associates Inc. | — | No change | 59,300 | $1.2M |
| Ethos Financial Group, LLC | — | No change | 10,750 | $217K |
| Estabrook Capital Management | — | No change | 4,000 | $81K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 600 | $12K |
| PNC Financial Services Group, Inc. | — | Reduce -21.1% | 574 | $12K |
| Lanark Financial, Inc. | — | No change | 21 | $422 |
"% 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.