AT&T Inc. (t 5 Perp A)Preferred / convertible
13F holders, Q1 2026 (March 31)5holders −1
1new positions
2sold out
$19.63avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding AT&T Inc. (t 5 Perp A) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were Kelly Lawrence W & Associates Inc. ($742K), Ethos Financial Group, LLC ($211K) and Estabrook Capital Management ($79K).
- Company
- AT&T Inc. (t 5 Perp A)
- CUSIP
- 00206R508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 2 | $13K |
All 13F filers, Q4 2025 → Q1 2026: 149 shares bought and 22,251 shares sold, net −22,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kelly Lawrence W & Associates Inc. | — | Reduce -36.3% | 37,800 | $742K |
| Ethos Financial Group, LLC | — | No change | 10,750 | $211K |
| Estabrook Capital Management | — | No change | 4,000 | $79K |
| PNC Financial Services Group, Inc. | — | Reduce -22.6% | 444 | $9K |
| First Command Advisory Services, Inc. | — | New | 149 | $3K |
"% 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.