NEVILLE RODIE & SHAW INC T — AT&T CORP COM

Ownership history in NEVILLE RODIE & SHAW INC  ·  107 quarters on record

AI Ownership Summary

NEVILLE RODIE & SHAW INC reported AT&T CORP COM (T) in 107 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2025 Q1. The latest visible filing shows T at 0.08% 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 NEVILLE RODIE & SHAW INC's position in AT&T CORP 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 Q1

T was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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
2023 Q4 to 2026 Q1

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 NEVILLE RODIE & SHAW INC fund profile NEVILLE RODIE & SHAW INC full holdings
How NEVILLE RODIE & SHAW 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 39,037 -10,000 -20.4% 0.08% $1K 2026-05-15 (Est.) $24.03
2025 Q4 REDUCED 9.8% +18.1% ❌ 49,037 -5,313 -9.8% 0.09% $1.2M 2026-01-06 $23.81
2025 Q3 REDUCED — — — 54,350 -550 -1.0% 0.11% $1.5M 2025-10-01 $26.66
2025 Q2 REDUCED 6.3% -2.1% ✅ 54,900 -3,700 -6.3% 0.12% $1.6M 2025-07-02 $27.13
2025 Q1 REDUCED — — — 58,600 -175 -0.3% 0.13% $1.7M 2025-04-01 $27.00
2024 Q4 ADDED — — — 58,775 +28,262 +92.6% 0.10% $1.3M 2025-01-06 $21.16
2024 Q3 REDUCED 13.0% +4.1% ❌ 30,513 -4,560 -13.0% 0.05% $671K 2024-10-01 $20.46
2024 Q2 UNCHANGED — — — 35,073 — 0% 0.05% $670K 2024-07-01 $17.29
2024 Q1 REDUCED 19.9% +9.6% ❌ 35,073 -8,725 -19.9% 0.05% $617K 2024-04-09 $15.39
2023 Q4 REDUCED 9.2% +6.0% ❌ 43,798 -4,414 -9.2% 0.06% $735K 2024-01-02 $15.21
97 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

MEDIATEL PARTNERS 3Y 7Y 81.36% Trium Capital LLP 3Y 25.34% Drexel Morgan & Co. 3Y 7Y 18.38% BOOTHBAY FUND MANAGEMENT, LLC 3Y 7Y 17.81% Newport Trust Company, LLC 3Y 7Y 12.77% IVY LANE CAPITAL MANAGEMENT, LLC 3Y 12.27% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 9.34% Hall Kathryn A. 3Y 7Y 8.24% Varenne Capital Partners 3Y 5.87% DigitalBridge Group, Inc. 3Y 5.45%

FAQ About NEVILLE RODIE & SHAW 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 NEVILLE RODIE & SHAW INC reported owning T?

NEVILLE RODIE & SHAW INC reported T across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported T position in NEVILLE RODIE & SHAW INC's portfolio?

The largest reported portfolio weight for T was 0.13% in 2025 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q1, when NEVILLE RODIE & SHAW INC reported 39,037 shares, equal to 0.08% of portfolio, with an estimated market value of $1K.

What does the chart on this T ownership page compare?

The chart compares NEVILLE RODIE & SHAW 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 NEVILLE RODIE & SHAW INC time their T position?

Based on 13F filing dates vs. subsequent T price moves, NEVILLE RODIE & SHAW INC correctly timed 41 out of 103 reported position changes (40%). The annualised alpha on T relative to SPY over the holding period was -2.9%.

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