AT&T Inc.
CH ˙ SWX ˙ US00206R1023
SecurityCH:T / AT&T Inc.
InstitutionBOK Financial Private Wealth, Inc.
Latest Disclosed Ownership3,029 shares
Latest Disclosed Value $ 87,811
BOK Financial Private Wealth, Inc. reports 4.81% decrease in ownership of T / AT&T Inc.

On May 12, 2026 - BOK Financial Private Wealth, Inc. filed a 13F-HR form disclosing ownership of 3,029 shares of AT&T Inc. (CH:T) valued at $87,811 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,182 shares of AT&T Inc.. This represents a change in shares of -4.81% 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)
2026-05-12 2026-03-31 13F AT&T COM 00206R102 3,029 -153 -4.81 88 10.13 0.0053
2026-02-06 2025-12-31 13F AT&T COM 00206R102 3,182 0 0.00 79 -11.24 0.0048
2025-11-07 2025-09-30 13F AT&T COM 00206R102 3,182 0 0.00 90 -3.26 0.0057
2025-08-07 2025-06-30 13F AT&T COM 00206R102 3,182 0 0.00 92 3.37 0.0061
2025-05-14 2025-03-31 13F AT&T COM 00206R102 3,182 -148 -4.44 90 18.67 0.0068
2025-02-07 2024-12-31 13F AT&T COM 00206R102 3,330 -1,329 -28.53 76 -26.47 0.0055
2024-11-13 2024-09-30 13F AT&T COM 00206R102 4,659 1,637 54.17 103 78.95 0.0074
2024-08-14 2024-06-30 13F AT&T COM 00206R102 3,022 -2,130 -41.34 58 -36.67 0.0042
2024-05-01 2024-03-31 13F AT&T COM 00206R102 5,152 -1,344 -20.69 91 -17.43 0.0068
2024-01-30 2023-12-31 13F AT&T COM 00206R102 6,496 1,500 30.02 109 45.33 0.0089
2023-10-13 2023-09-30 13F AT&T COM 00206R102 4,996 -1,430 -22.25 75 -26.47 0.0066
2023-08-08 2023-06-30 13F AT&T COM 00206R102 6,426 -76 -1.17 102 -18.40 0.0084
2023-04-24 2023-03-31 13F AT&T COM 00206R102 6,502 1,302 25.04 125 31.58 0.0101
2023-02-02 2022-12-31 13F AT&T COM 00206R102 5,200 1,430 37.93 96 63.79 0.0080
2022-11-07 2022-09-30 13F/A-1 AT&T COM 00206R102 3,770 0 0.00 58 -26.58 0.0052
2022-11-04 2022-09-30 13F AT&T COM 00206R102 16,417 12,647 621 0.0866
2022-08-15 2022-06-30 13F AT&T COM 00206R102 3,770 -28,199 -88.21 79 -89.54 0.0070
2022-05-09 2022-03-31 13F AT&T COM 00206R102 31,969 5,910 22.68 755 17.78 0.0536
2022-02-15 2021-12-31 13F AT&T COM 00206R102 26,059 3,677 16.43 641 5.95 0.0442
2021-11-15 2021-09-30 13F/A-1 AT&T COM 00206R102 22,382 1,768 8.58 605 2.02 0.0482
2021-11-09 2021-09-30 13F AT&T COM 00206R102 16,417 -4,197 621 0.0866
2021-08-03 2021-06-30 13F AT&T COM 00206R102 20,614 5,217 33.88 593 27.25 0.0483
2021-05-12 2021-03-31 13F AT&T COM 00206R102 15,397 3,717 31.82 466 38.69 0.0424
2021-02-01 2020-12-31 13F AT&T COM 00206R102 11,680 89 0.77 336 1.82 0.0320
2020-11-06 2020-09-30 13F AT&T COM 00206R102 11,591 -1,224 -9.55 330 -14.73 0.0344
2020-08-13 2020-06-30 13F AT&T COM 00206R102 12,815 -4,134 -24.39 387 -21.66 0.0405
2020-05-07 2020-03-31 13F AT&T COM 00206R102 16,949 925 5.77 494 -21.09 0.0600
2020-02-05 2019-12-31 13F AT&T COM 00206R102 16,024 -393 -2.39 626 0.81 0.0528
2019-11-08 2019-09-30 13F AT&T COM 00206R102 16,417 2,212 15.57 621 30.46 0.0866
2019-08-01 2019-06-30 13F AT&T COM 00206R102 14,205 2,375 20.08 476 28.30 0.0696
2019-04-30 2019-03-31 13F AT&T COM 00206R102 11,830 -1,639 -12.17 371 -3.39 0.0495
2019-02-13 2018-12-31 13F AT&T COM 00206R102 13,469 13,469 384 0.0521
2018-10-23 2018-09-30 13F AT&T COM 00206R102 0 -6,336 -100.00 0 -100.00
2018-08-08 2018-06-30 13F AT&T COM 00206R102 6,336 237 3.89 203 -6.45 0.0328
2018-05-09 2018-03-31 13F AT&T COM 00206R102 6,099 0 0.00 217 -8.44 0.0358
2018-02-05 2017-12-31 13F AT&T COM 00206R102 6,099 -11,005 -64.34 237 -64.63 0.0376
2017-11-06 2017-09-30 13F AT&T COM 00206R102 17,104 -6,924 -28.82 670 -26.13 0.1101
2017-07-27 2017-06-30 13F AT&T COM 00206R102 24,028 -1,902 -7.34 907 -15.78 0.1310
2017-05-08 2017-03-31 13F AT&T COM 00206R102 25,930 1,322 5.37 1,077 2.87 0.1522
2017-02-08 2016-12-31 13F AT&T COM 00206R102 24,608 -235 -0.95 1,047 3.77 0.1587
2016-11-07 2016-09-30 13F AT&T COM 00206R102 24,843 307 1.25 1,009 -4.90 0.1529
2016-08-10 2016-06-30 13F AT&T COM 00206R102 24,536 5,524 29.06 1,061 42.42 0.1688
2016-05-12 2016-03-31 13F AT&T COM 00206R102 19,012 0 0.00 745 13.91 0.1266
2016-02-08 2015-12-31 13F AT&T COM 00206R102 19,012 0 0.00 654 5.65 0.1120
2015-10-22 2015-09-30 13F AT&T COM 00206R102 19,012 580 3.15 619 -5.50 0.1086
2015-07-16 2015-06-30 13F AT&T COM 00206R102 18,432 -6,840 -27.07 655 -20.61 0.1090
2015-04-30 2015-03-31 13F AT&T COM 00206R102 25,272 25,272 0.00 825 0.1364
2015-02-03 2014-12-31 13F AT&T COM 00206R102 0 -31,965 -100.00 0 -100.00
2014-11-05 2014-09-30 13F AT&T COM 00206R102 31,965 0 0.00 1,126 -0.35 0.1888
2014-08-01 2014-06-30 13F AT&T COM 00206R102 31,965 1,233 4.01 1,130 4.82 0.1880
2014-05-05 2014-03-31 13F AT&T COM 00206R102 30,732 -331 -1.07 1,078 -1.28 0.1880
2014-01-28 2013-12-31 13F AT&T COM 00206R102 31,063 0 0.00 1,092 3.90 0.1968
2013-11-08 2013-09-30 13F AT&T COM 00206R102 31,063 21,000 208.69 1,051 195.22 0.2114
2013-08-13 2013-06-30 13F AT&T COM 00206R102 10,063 10,063 356 0.0769
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.