AT&T Inc.
MX ˙ BMV ˙ US00206R1023
SecurityMX:T / AT&T Inc.
InstitutionPrincipal Securities, Inc.
Latest Disclosed Ownership249,247 shares
Latest Disclosed Value $ 7,225,666
Principal Securities, Inc. reports 21.22% increase in ownership of T / AT&T Inc.

On May 13, 2026 - Principal Securities, Inc. filed a 13F-HR form disclosing ownership of 249,247 shares of AT&T Inc. (MX:T) valued at $7,225,666 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 205,612 shares of AT&T Inc.. This represents a change in shares of 21.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F AT&T COM 00206R102 249,247 43,635 21.22 7,226 41.47 0.1060
2026-02-12 2025-12-31 13F AT&T COM 00206R102 205,612 28,545 16.12 5,107 2.14 0.0788
2025-11-12 2025-09-30 13F AT&T COM 00206R102 177,067 15,482 9.58 5,000 6.93 0.0824
2025-08-11 2025-06-30 13F AT&T COM 00206R102 161,585 27,235 20.27 4,676 52.86 0.0879
2025-04-30 2025-03-31 13F AT&T COM 00206R102 134,350 662 0.50 3,059 0.49 0.0685
2025-01-30 2024-12-31 13F AT&T COM 00206R102 133,688 15,309 12.93 3,044 16.90 0.0685
2024-10-28 2024-09-30 13F AT&T COM 00206R102 118,379 8,280 7.52 2,604 23.82 0.0630
2024-07-31 2024-06-30 13F AT&T COM 00206R102 110,099 12,407 12.70 2,104 22.34 0.0580
2024-05-10 2024-03-31 13F AT&T COM 00206R102 97,692 13,701 16.31 1,719 22.00 0.0536
2024-05-10 2023-12-31 13F/A-1 AT&T COM 00206R102 83,991 83,991 1,409 0.0525
2024-02-07 2023-12-31 13F AT&T COM 00206R102 83,991 83,991 1,409 0.0525
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.