Syverson Strege & Co T AT&T INC

Ownership history in Syverson Strege & Co  ·  14 quarters on record

AI Ownership Summary

Syverson Strege & Co reported AT&T INC (T) in 14 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.29% in 2025 Q2. The latest visible filing shows T at 0.26% 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 Syverson Strege & Co's position in AT&T INC, 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 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% 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
2025 Q2 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.

How Syverson Strege & 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 37,104 -158 -0.4% 0.26% $1.1M 2026-05-04 $26.10
2025 Q4 REDUCED 37,262 -1,076 -2.8% 0.22% $926K 2026-02-09 $26.83
2025 Q3 REDUCED 8.9% -11.3% 38,338 -3,735 -8.9% 0.26% $1.1M 2025-12-01 $25.23
2025 Q2 ADDED 42,073 +40,211 +2159.6% 0.29% $1.2M 2025-08-04 $26.79
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Syverson Strege & 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 Syverson Strege & Co reported owning T?

Syverson Strege & Co reported T across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported T position in Syverson Strege & Co's portfolio?

The largest reported portfolio weight for T was 0.29% in 2025 Q2.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q1, when Syverson Strege & Co reported 37,104 shares, equal to 0.26% of portfolio, with an estimated market value of $1.1M.

What does the chart on this T ownership page compare?

The chart compares Syverson Strege & 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 Syverson Strege & Co time their T position?

Based on 13F filing dates vs. subsequent T price moves, Syverson Strege & Co correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on T relative to SPY over the holding period was +0.9%.

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