JFS Wealth Advisors
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JFS Wealth Advisors’s Teradata TDC Stock Holding History

JFS Wealth Advisors’s Portfolio TDC Stock Details TDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.34K Sell
81
-17
-17% -$503 ﹤0.01% 1549
2026
Q2 		$3.4K Buy
98
+16
+20% +$487 ﹤0.01% 1438
2026
Q1 		$2.1K Sell
82
-12
-13% -$350 ﹤0.01% 1491
2025
Q4 		$2.86K Buy
94
+48
+104% +$1.26K ﹤0.01% 1434
2025
Q3 		$990 Buy
46
+17
+59% +$366 ﹤0.01% 1629
2025
Q2 		$647 Sell
29
-3
-9% -$65 ﹤0.01% 1651
2025
Q1 		$720 Sell
32
-8
-20% -$216 ﹤0.01% 1712
2024
Q4 		$1.25K Hold
40
– – ﹤0.01% 1632
2024
Q3 		$1.21K Sell
40
-351
-90% -$10.5K ﹤0.01% 1653
2024
Q2 		$13.5K Sell
391
-122
-24% -$4.26K ﹤0.01% 700
2024
Q1 		$19.8K Sell
513
-10
-2% -$422 ﹤0.01% 625
2023
Q4 		$22.8K Hold
523
– – ﹤0.01% 561
2023
Q3 		$23.5K Hold
523
– – ﹤0.01% 503
2023
Q2 		$27.9K Sell
523
-1
-0.2% -$45 ﹤0.01% 466
2023
Q1 		$21.1K Buy
524
+14
+3% +$520 ﹤0.01% 527
2022
Q4 		$17.2K Buy
510
+500
+5,000% +$16.1K ﹤0.01% 562
2022
Q3 		$0 Sell
10
-47
-82% -$1.64K ﹤0.01% 1923
2022
Q2 		$2K Buy
57
+1
+2% +$40 ﹤0.01% 1389
2022
Q1 		$3K Buy
56
+33
+143% +$1.51K ﹤0.01% 1322
2021
Q4 		$1K Buy
+23
New +$1.14K ﹤0.01% 1571
2019
Q4 		– Sell
-15
Closed – – 549
2019
Q3 		$0 Buy
+15
New +$506 ﹤0.01% 535
2015
Q3 		– Sell
-127
Closed -$5K – 565
2015
Q2 		$5K Hold
127
– – ﹤0.01% 411
2015
Q1 		$6K Hold
127
– – ﹤0.01% 405
2014
Q4 		$6K Buy
+127
New +$5.44K ﹤0.01% 425

Other funds holding TDC

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JFS Wealth Advisors's TDC Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Teradata (TDC) stake by 17% in Q3 2026, selling an estimated $503 and leaving 81 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

JFS Wealth Advisors first reported a position in TDC in Q4 2014 and has held it in 24 quarters since. The position peaked at $27.9K in Q2 2023. 254 funds tracked by Wall St. Rank hold TDC as of Q3 2026.

  • JFS Wealth Advisors held 81 shares of Teradata worth $2.34K as of Q3 2026.
  • JFS Wealth Advisors sold 17 Teradata shares in Q3 2026, an estimated $503.
  • Teradata made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1549 holding.
  • JFS Wealth Advisors first reported a position in Teradata in Q4 2014 and has held it in 24 quarters since.
  • JFS Wealth Advisors's Teradata position peaked at $27.9K in Q2 2023.
  • 254 funds tracked by Wall St. Rank held Teradata as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.