Ballentine Partners’s Telephone and Data Systems TDS Stock Holding History

Ballentine Partners’s Portfolio TDS Stock Details TDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$272K	Hold	7,344	–	–	﹤0.01%	845
2026 Q1	$309K	Sell	7,344 -18	-0.2%	-$792	﹤0.01%	725
2025 Q4	$302K	Sell	7,362 -351	-5%	-$13.7K	﹤0.01%	720
2025 Q3	$303K	Sell	7,713 -64	-0.8%	-$2.46K	﹤0.01%	703
2025 Q2	$277K	Buy	7,777 +242	+3%	+$8.49K	﹤0.01%	722
2025 Q1	$292K	Buy	7,535 +3	+0%	+$108	0.01%	639
2024 Q4	$257K	Buy	+7,532	New	+$229K	﹤0.01%	661

Other funds holding TDS

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AIM

Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Ballentine Partners's TDS Position: Q2 2026 in Review

Ballentine Partners held its Telephone and Data Systems (TDS) position steady in Q2 2026 at 7,344 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Ballentine Partners first reported a position in TDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q1 2026. 30 funds tracked by Wall St. Rank hold TDS as of Q2 2026.

Ballentine Partners held 7,344 shares of Telephone and Data Systems worth $272K as of Q2 2026.
Ballentine Partners left its Telephone and Data Systems share count unchanged in Q2 2026.
Telephone and Data Systems made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #845 holding.
Ballentine Partners first reported a position in Telephone and Data Systems in Q4 2024 and has held it in 7 quarters since.
Ballentine Partners's Telephone and Data Systems position peaked at $309K in Q1 2026.
30 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.