Bank & Trust Co T — AT&T Inc Com

Ownership history in Bank & Trust Co  ·  9 quarters on record

AI Ownership Summary

Bank & Trust Co reported AT&T Inc Com (T) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.19% in 2025 Q1. The latest visible filing shows T at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this T ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank & Trust Co's position in AT&T Inc Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

T was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

T stock page Bank & Trust Co fund profile Bank & Trust Co full holdings
How Bank & Trust Co held T — position size vs. price
% of Fund (quarterly)    T price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 51,665 — 0% 0.68% $1.1M 2026-07-10 $21.13
2026 Q1 REDUCED — — — 51,665 -172 -0.3% 1.01% $1.5M 2026-04-13 $25.27
2025 Q4 UNCHANGED — — — 51,837 — 0% 0.91% $1.3M 2026-01-13 $22.75
2025 Q3 UNCHANGED — — — 51,837 — 0% 1.08% $1.5M 2025-10-06 $24.71
2025 Q2 UNCHANGED — — — 51,837 — 0% 1.19% $1.5M 2025-07-14 $25.94
2025 Q1 REDUCED — — — 51,837 -844 -1.6% 1.19% $1.5M 2025-04-09 $24.77
2024 Q4 REDUCED — — — 52,681 -1,426 -2.6% 1.01% $1.2M 2025-01-07 $20.51
2024 Q3 REDUCED — — — 54,107 -898 -1.6% 0.97% $1.2M 2024-10-09 $20.00
2024 Q2 INITIATED — — — 55,005 — — 0.89% $1.1M 2024-07-08 $16.90

🏢 Other funds also holding T

As of 2026 Q2 — sorted by position size

Trium Capital LLP 3Y 35.53% Windle Wealth, LLC 3Y 2.97% Arnhold LLC 3Y 7Y 2.73% Griffith & Werner, Inc. 2.58% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 2.48% Stark Wealth Management LLC 2.27% Quintet Private Bank (Europe) S.A. 3Y 2.2% Triodos Investment Management BV 3Y 7Y 2.11% Palouse Capital Management, Inc. 3Y 7Y 2.0% Advanced Asset Management Advisors Inc 3Y 7Y 1.84%

FAQ About Bank & Trust Co and T

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank & Trust Co reported owning T?

Bank & Trust Co reported T across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported T position in Bank & Trust Co's portfolio?

The largest reported portfolio weight for T was 1.19% in 2025 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q2, when Bank & Trust Co reported 51,665 shares, equal to 0.68% of portfolio, with an estimated market value of $1.1M.

What does the chart on this T ownership page compare?

The chart compares Bank & Trust Co's quarterly T portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bank & Trust Co time their T position?

Based on 13F filing dates vs. subsequent T price moves, Bank & Trust Co correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on T relative to SPY over the holding period was -5.2%.

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