Bruce & Co., Inc. T — AT & T

Ownership history in Bruce & Co., Inc.  ·  16 quarters on record

AI Ownership Summary

Bruce & Co., Inc. reported AT & T (T) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.31% in 2025 Q2. The latest visible filing shows T at 4.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this T ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bruce & Co., Inc.'s position in AT & T, 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
2025 Q4

T was reported at 4.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.31% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Bruce & Co., Inc. fund profile Bruce & Co., Inc. full holdings
How Bruce & Co., Inc. 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)
2025 Q4 UNCHANGED — — — 523,000 — 0% 4.03% $13.0M 2026-02-14 (Est.) $28.39
2025 Q3 REDUCED 22.3% -11.3% ✅ 523,000 -150,000 -22.3% 4.57% $14.8M 2025-11-13 $25.19
2025 Q2 UNCHANGED — — — 673,000 — 0% 6.31% $19.5M 2025-08-14 $27.82
2025 Q1 REDUCED 12.9% +3.4% ❌ 673,000 -100,000 -12.9% 6.10% $19.0M 2025-05-14 $25.33
2024 Q4 REDUCED 21.4% +25.8% ❌ 773,000 -211,000 -21.4% 5.65% $17.6M 2025-02-11 $23.85
2024 Q3 UNCHANGED — — — 984,000 — 0% 6.30% $21.6M 2024-11-14 $20.83
2024 Q2 ADDED — — — 984,000 +23,000 +2.4% 6.19% $18.8M 2024-08-09 $18.02
2024 Q1 UNCHANGED — — — 961,000 — 0% 5.61% $16.9M 2024-05-13 $15.72
2023 Q4 REDUCED 13.5% +6.0% ❌ 961,000 -150,000 -13.5% 5.63% $16.1M 2024-02-12 $15.25
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding T

As of 2026 Q1 — sorted by position size

Trium Capital LLP 3Y 25.34% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 3.76% Griffith & Werner, Inc. 3.51% Quintet Private Bank (Europe) S.A. 3.46% Inlight Wealth Management, LLC 2.76% Rydar Equities, Inc. 2.74% Advanced Asset Management Advisors Inc 3Y 7Y 2.7% EQUITY INVESTMENT CORP 3Y 7Y 2.63% GODSEY & GIBB, INC 3Y 7Y 2.47% Gilliland Jeter Wealth Management LLC 2.44%

FAQ About Bruce & Co., Inc. and T

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

How long has Bruce & Co., Inc. reported owning T?

Bruce & Co., Inc. reported T across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported T position in Bruce & Co., Inc.'s portfolio?

The largest reported portfolio weight for T was 6.31% in 2025 Q2.

What is the latest reported T position on this page?

The most recent filing on this page is 2025 Q4, when Bruce & Co., Inc. reported 523,000 shares, equal to 4.03% of portfolio, with an estimated market value of $13.0M.

What does the chart on this T ownership page compare?

The chart compares Bruce & Co., Inc.'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 Bruce & Co., Inc. time their T position?

Based on 13F filing dates vs. subsequent T price moves, Bruce & Co., Inc. correctly timed 3 out of 11 reported position changes (27%). The annualised alpha on T relative to SPY over the holding period was -0.1%.

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